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Investment Assistant

Location: GUILDFORD, SURREY, UNITED KINGDOM Salary: 20,000.00-28,000.00 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: X3-221527

My client is a successful wealth management practice based in Guildford. They work closely with their clients to provide them with outstanding and innovate services, personalised to their needs.

My client is seeking an Investment Assistant, who will provide administrative support to the Office team and assist in the management of private client relationships and their investment portfolios.


Duties as Followed:

Provide support to the Portfolio Management team

Deal with compliance related matters

Liaise with operational departments to ensure that operational problems are dealt with.

Provide Support for Investment Managers by preparing investment review letters and ensuring all portfolios all sorted correctly.

Deal with all client queries and develop client relationships 



Skills and Experience required:

Minimum of 2 years’ experience in a role requiring similar levels of attention to detail, numeracy and literacy e.g. banking/finance

Excellent written and verbal skills

Good attention to detail

Good organisation and planning skills

Ability to work effectively in a team under strict deadlines from project leader



This is an excellent opportunity for an experienced Investment Assistant to join a successful wealth management practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

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