Graduate Investment Assistant

We are currently recruiting for a Graduate Investment Assistant to join a Wealth Management firm in Liverpool city centre. The role will involve working closely with experienced financial advisors, performing administration duties and liaising with clients.The company will fund the Diploma in Financial Planning, and this will be an excellent foot in the door in the investment industry, in a company with scope to progress.Key responsibilities:Acting on client instructions regarding their pensions and wealthUpdating client recordsProvide administrative support to the advisorsUsing Excel to analyse dataIssue client letters and investment reportsKey Skills Required:Genuine interest in the investment industryStrong accuracy and attention to detailAbility to work towards deadlines and manage own workloadGood written and verbal communicationThis is an excellent opportunity for you to work alongside experienced investment professionals. If you want to learn and be part of a vibrant team, this could be the role for you!
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