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Reed
,
Bristol, Bristol
Portfolio Assistant
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
My client are a successful financial advisers located in Brighton and they are seeking an experienced Portfolio Assistant to join their team Duties As Followed: To provide administrative support to the Portfolio Management team General administration duties Prepare Investment review letters Deal with client and third party queries Ensure portfolios are loaded and set up correctly on the database Skills/Experienced Required: Previous Financial Services Industry experience Financial Services qualifications – ideally Investments Administration Qualifications Good attention to detail This is an excellent opportunity for an experienced Portfolio Assistant to join a successful IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.