Investment Management Administration Assistant

Full Time
Job Sector:
Financial Services / Insurance
South Wales
Salary description:
Start Date:
Recruit UK
Job Ref:

Job Title: Investment Management Administration Assistant

Industry: Financial Services

Location: Cardiff

Salary: up to £25,000

Reference Number: 13973

Job Description:

If you have experience working in a Wealth management firm and have previously worked alongside an Investment Manager, then this opportunity is for you.
Recruit UK are working on an excellent opportunity for an Investment Management Administration Assistant in Cardiff to join a prestigious Wealth Management Firm.

The company has offices across the UK and pride themselves on offering their clients personalised and professional service, putting a focus on the clients needs.

Due to the growth of their Cardiff office, they are expanding their back-office team and have an exciting opportunity for an experienced Investment management administrator to join their business. You will be supporting the Wealth Management team and liaising with other administrators and directly with clients.

The role will include but not limited to:
* Liaising with clients via telephone and in writing
* Preparation of suitability reports and preparing letters
* Photocopying, scanning, collating and despatching reports and other documents
* Processing new business documents
* Preparing client paperwork
* Book client meetings and manage the Investment Manager diaries
* Prepare meeting rooms and take minutes

What's in it for you:
* Opportunity to join a prestigious Wealth Management Firm
* A Competitive salary of £25,000 (depending on experience)
* Chance to join a growing, successful team

Skills and experience required:
* Experience working in a Wealth Management firm - Essential
* Technical Knowledge of Financial Instruments
* Good knowledge using excel and word- Essential
* Strong organisation and inter-personal skills - Essential

Company Description

Closing Date:

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