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Investment Assistant, Discretionary Investment House

Posted 26 February by Meraki Talent Limited Easy Apply Featured Ended

Meraki Talent’s client is currently seeking a Client Portfolio Manager’s Assistant to join their business in Leeds on a permanent basis. Our client is a leading UK Wealth Management firm. With offices across the UK and CI they have a range of services and propositions which meet the needs of their HNW client base. As a Client Portfolio Manager’s Assistant, you will be supporting and assisting the Wealth Managers in managing client relationships and in undertaking non-regulated investment supporting work.

Key responsibilities within the role will be to ensure client accounts are set up correctly, ensure accurate records are maintained for the client relations, be as first point of contact for clients on day to day enquiries, collating client packs for the PM’s in advance of client meetings and assist in the review of portfolios for implementing investment changes.

To apply for this role you will bring client services and administration experience gained within a Wealth Management environment. An understanding of how clients re acquired and retained is desirable as is knowledge of the regulations which impact on this area. Background knowledge of portfolio construction and SIPP/Wrap would be welcomed also.

This role sits within a hard-working, client focussed but fun team which has a good working relationship with internal stakeholders and external clients. If you enjoy client service, are proactive in helping build a business and have a keen interest in financial markets, this role could be the one for you.

Required skills

  • Wealth Management
  • SIPP

Reference: 34190759

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