Investment Assistant

Company:  Heat Recruitment Ltd
Location: Leeds
Salary: £28,000 - £40,000 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Investment Administrator - Great Leeds Area Basic up to £40,000 plus excellent package Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator. What you will do: * The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries. * Provide clients with information and reports about their portfolio. * Dealing with queries from clients and intermediaries, taking appropriate messages. About You * You will have a minimum of 18 months experience as an investment focused administrator working with either a specialist investment house or financial adviser. * You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress. * It is preferable that you are CISI level 3 qualified or above. * It is essential that you already live within commuting distance of Leeds
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