Leeds
Looking for a new role in a collaborative environment and a company which prides itself on putting its people first? This national financial planning and asset management firm are looking for an experienced investment administrator to join their team.
Benefits
– 30 days holiday plus public holidays, wellbeing days and a day off for your birthday
– Private Medical Insurance
– WFH Hybrid
– Life assurance scheme
The Role
– Working alongside the investment managers to carry out relevant administrative duties to the highest levels in line with FCA and TCF guidelines.
– Liaising with clients on a frequent basis.
– Overseeing administrative tasks for data products and analysis.
The Candidate
– Previous administrative experience working within the investment/financial services sector.
– Ability to communicate effectively with the investment managers and the firms clients.
– CFA qualified or an willingness to obtain these qualifications may be advantageous.
Please contact Mark for an initial discussion on 07835 089302 or by email, mark.richmond@heatuk.com
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