Investments Assistant

Recruiter
Flair4recruitment
Location
Bristol
Salary
20000.0000
Posted
08 Feb 2017
Closes
08 Mar 2017
Contract Type
Permanent
Hours
Full Time

Our client is seeking a Investments Assistant to join their financial services team in Bristol.

The purpose of the role is to support the Regional sales team in the analysis and generation of investment portfolios, liaising with members of the Regional team.

Overview:

  • Preparation of Investment Proposals for Partners use

  • Handle all inbound new business enquiries from Regional Investment Development Managers

  • Data research to enable the production of portfolio reports.

  • Management of the Regional office administration procedures.

  • Responsible for the organisation and recording of all Regional Partner proposals requests and new business MI.

Skills & experience:

  • Some knowledge of investment markets

  • Experience in customer service and/or working with financial advisers

  • Analytical skills

  • Must be numerate, accurate and reliable

  • Attention to detail

  • Able to work to tight deadlines

  • Flexible self-starter

  • Work with limited supervision

  • Good report writing skills, grammar etc

  • Keen to go the extra mile with a customer focussed 'can-do’ attitude

    For more information about this role, please get in touch with an update copy of your CV.Investments Assistant