Are you looking for a move that could help 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:
1. Processing client applications
2. Working closely with the Financial Advisers
3. Maintaining client files
4. Meeting preparation for the Advisers
5. Preparing operational reports
Requirements to be considered for the Asset Management Administrator role:
1. Current experience of working within Financial Services, preferably with investment
2. Knowledge of FS basics such as ISA and financial products
3. Strong telephone and admin skills
4. Confidence in managing workload and prioritising tasks
Package for the Asset Management Administrator role:
1. Monday to Friday – office based but some flexibility on start/end times
2. Opportunities to work up within the company, either in investments or wealth
3. Salary reviews
4. Financial support for additional exams including chartered
5. Pension
If you are interested in discussing this Asset Management Administrator role further, contact Sam at Heat’s Manchester office.
#J-18808-Ljbffr