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Portfolio Assistant

Key Job Features

Job Type: Permanent
Reference: TX/893866
Location: South Coast
Salary: £20,000k - £25,000k
Other: Basic to £25,000 + Benefits

Details

This is a fantastic opportunity to join an ambitious Wealth management firm.

You will have responsibility for providing high quality support to the Portfolio Management team, helping with the management of Private Client and Adviser relationships and their Investment portfolios. Furthermore, you will be expected to produce and dispatch Valuations and Client packs
, whilst dealing with any compliance matters.

In addition to the above, you will also have the opportunity to; prepare Investment review letters, arrange bulk trades and ensure Client Portfolios are set up correctly.

They are ideally looking for an individual with experience in a Banking/Finance role, who holds the IAQ qualification. It's essential they have been educated to a minimum of A Level standard.
If you are interested in being considered, please submit your CV FAO Brandon hewitt-Hunt to 
cv@paulharpersearch.co.uk quoting TX/893866
.

 

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