Jobs

    Investments Assistant - Bromley, Greater London, United Kingdom - Heat Recruitment

    Heat Recruitment
    Heat Recruitment Bromley, Greater London, United Kingdom

    4 days ago

    Default job background
    £35,000
    Description

    Investment Administrator - Bromley, Kent

    Basic Salary: up to £40,000 plus excellent benefits package

    Company: A renowned national Wealth Management company is seeking to strengthen their support team at the established Bromley offices by adding an experienced investment administrator.

    • What you will do:
    • The Investment Administrator role involves supporting Investment Manager(s) in delivering investment management services and advice to private clients and professional intermediaries.
    • Providing clients with portfolio information and reports.
    • Handling client and intermediary queries efficiently.

    About You:

    Minimum 18 months experience as an investment-focused administrator within a specialized investment firm or financial advisor role.

    Professionalism, excellent communication skills (verbal and written), and a drive for career advancement are essential.

    Preferably CISI level 3 qualified or higher.

    Must reside within a commutable distance of Bromley.

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