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Investment Assistant

  • Location:

    Bristol, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £28000 - £35000 per annum

  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Startdate:


Job Description

Have you got experience in Financial Services?

Are you proactive and able to organise yourself and others?

Brook Street are recruiting for an Investment Assistant to support Investment Managers and Directors. To be considered for this role you must have the skills to develop strong relationships with clients and to have the experience in Investment related admin.
£28,000 - £35,000 Full-time and Permanent - Bristol based!

Key Accountabilities:

" Carry out all the CSE and Administration core and key tasks
" Identify the need for, initiate and attend Client/Prospect meetings (in an information giver capacity only)
" Pro-active communication and engagement with Clients and Prospects, pre-empting of issues and taking the initiative to resolve
" Acting as the main point of contact and liaison for all solicitors, accountants, trustees and personal assistants and other advisers
" Attend client meetings
" Ability to deal with more complex account openings for RIMI and SEC clients;
" Ability to take lead roles in projects whilst managing day to day
" Complex monthly and quarterly client reporting

As an Investment Assistant is preferred if you have experience working in a similar role in a financial setting and have the relevant qualifications in investment management - IMC Level 3, IAD Level 4

If you are interested in this exciting new opportunity at a great firm in Bristol, then please send your CV or APPLY NOW!


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