Junior Investment Managers Assistant

Recruiter
Confidential
Location
Exeter
Salary
18000.00 - 22000.00 GBP Annual + excellent
Posted
23 Feb 2021
Closes
23 Mar 2021
Contract Type
Permanent
Hours
Full Time
Due growth my client, a leading Independent Investment Manager, currently seek a motivated Junior Assistant to join this busy, regional team.
Supporting the Office Manager and Investment Managers your role will be varied and duties will include:
* Liaising with clients and assisting with general enquiries
* Handling day to day administration as well assisting with opening client accounts and ensuring that all regulatory directives are adhered to
* Ensuring that client data is up to date through the collection of KYC information
* Assisting with the production of suitability reports
* Liaising with the accounts department regarding client cash movements
* Preparing for client meetings
Applicants will be A'level educated with excellent communications and administration skills. Ideally you will possess some form of financial services experience or at least office support experience from a similar environment. You will be highly organised, numerate and possess a keen eye for detail with a positive "can do" outlook.
This is an outstanding opportunity for a motivated individual to join a highly respected wealth manager offering the opportunity to work with HNW clients in the Investment industry