Asset Management Administrator

Asset Management Administrator
Circa £25K
Bury
Office Based

Are you looking for a move that could he you develop in the Financial Services industry?
                                                                                                     
Looking to work within a more boutique firm, meaning there is direct support and you are treated like an individual?

This opportunity may be for you ….

We are working with a long-standing Financial Advice practice in the Bury area, who are looking to hire someone for their Asset Management team.

This would involve Investment support for the Financial Advisers including the following:

• Processing Client Applications
• Working closely with the Financial Advisers
• Maintain client files
• Meeting preparation for the Advisers
• Prepare operational reports

Requirements to be considered for the Asset Management Administrator role:

• Current experience of working within Financial Services, preferably with Investment
• Knowledge of FS basic such as ISA and financial products
• Strong telephone and admin skills
• Confidence in managing workload and prioritising tasks

Package for the Asset Management Administrator role:

• Circa £25K
• Monday to Friday – office based but some flex on start / end times
• Opportunities to work up within the company, either in Investments or Wealth
• Salary reviews
• Financial support for additional exams including chartered
• Pension

If you are interested in discussing this Asset Management Administrator role further, contact Sam at Heat’s Manchester office.

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