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Trainee Wealth Management Administrator

Trainee Wealth Management Administrator

Posted 24 June by Front Row Recruitment Ltd
Easy Apply Ended

Due to growth in their coastal offices my client, a leading Independent Investment Manager, currently seek a motivated and diligent Trainee to join the team.

The role will involve learning how to administer a range of investment vehicles and support a team of successful Investment Managers - duties will include:

  • Learning how to comply with industry and internal regulatory requirements in all work undertaken.
  • Assisting Investment Managers with the client "On-Boarding" process ensuring that all necessary information and documents are in place and that applications are processed effectively.
  • Client report preparation and regular portfolio valuation reviews.
  • Accurate recording of client portfolio changes.
  • Assist with research and compilation of client investment factsheets

Applicants are likely to be A'level educated or equivalent having recently left education with outstanding communication and administration skills and a keen eye for detail. You will be highly organised and numerate with a friendly and positive disposition and the ability to work in a team as well as independently.

This is a fantastic opportunity to join one the the UK's leading wealth managers offering a friendly working environment, day release for college study and great prospects for long term career development.

Required skills

  • Administrative Support
  • Communication Skills
  • Numeracy
  • attention to detail
  • Committed and motivated

Reference: 43154238

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