Leeds
Investment Administrator
Leeds, West Yorkshire
Basic 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.
Role
You will be responsible for providing the necessary support to a team of Investment Managers/Directors dealing with both private clients and professional intermediaries. This will include the preparation of relevant documentation, investment reports and dealing directly and efficiently with clients over the phone.
Candidate
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.
For an initial discussion please call Fiona on 0753635 8051, email fiona.chen@heatuk.com or reply directly to this posting.