Investment Assistant

Robert Walters Plc
09 Nov 2017
16 Nov 2017
Contract Type
Full Time
An excellent opportunity is available with a most respected Financial Services business based in Worcestershire for an Investment Assistant who will be responsible for investment and administrative support for the Client Relationship Officers and clients you work with, in an efficient and effective manner. You will be available from January 2018. Key Responsibilities: * Assist with the collation of information from clients in order to complete a compliant and sufficiently detailed investor profile form from which the firm can advise * Construct suitability letters to be checked and signed * To collaborate with colleagues on checking of work to ensure compliant standards * Prepare Investment proposals as directed * Provide administrative support to a high standard The Investment Assistant will currently or have previously worked in the capacity of either a Trainee Investment Assistant, Investment Assistant or Client Relationship Officer Assistant. Desirably, you will have a relevant CISI qualification. You will have proven knowledge of investment management and stockbroking products and services as well as strong IT skills. This is an excellent opportunity in the Worcestershire area. Please apply now, or for further information, please contact Kayte Short at [Email address removed]
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