Graduate Investment Assistant - Liverpool, United Kingdom - Marshall Moore Ltd

Tom O´Connor

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Tom O´Connor

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Description

We are currently recruiting for a Graduate Investment Assistant to join an Wealth Management firm in Liverpool city centre. The role will involve working closely with experienced Investment Managers, and you will learn a lot about different funds and investment products.

The company will fund the IMC qualification, and this will be an excellent foot in the door in the investment industry, in a company with scope to progress.

Key responsibilities:


  • Acting on client investment dealing instructions
  • Updating client records
  • Provide administrative support to the Investment Managers
  • Using Excel to analyse data
  • Respond to client queries

Key Skills Required:


  • Genuine interest in the investment industry
  • Strong accuracy and attention to detail
  • Ability to work towards deadlines and manage own workload
  • Willingness to learn alongside a positive attitude

This is an excellent opportunity for you to work alongside experienced investment professionals. The company can offer study support for the Investment Management Certificate - if you want to learn and be part of a vibrant team, this could be the role for you

Job Type:
Permanent


Salary:
From £20,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Life insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Work authorisation:

  • United Kingdom (required)

Work Location:
In person


Reference ID:
IND-MML

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