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Front Row Recruitment
Southampton
Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities which will include: * Provide a high standard of administrative support to the
Job Source: Front Row RecruitmentHeat Recruitment
hampshire, england, United Kingdom
Investment Portfolio Manager Hampshire/Surrey Basic to £100,000 plus full package Company A privately owned and highly regarded boutique wealth management firm looking to develop their offering and move to the next level. Role You will be responsible for, amongst other duties, undertaking fund selection, research, constructing and managing invest
Job Source: Heat RecruitmentHeat Recruitment
Hampshire
Job Description Investment Portfolio Manager Hampshire/Surrey Basic to £100,000 plus full package Company A privately owned and highly regarded boutique wealth management firm looking to develop their offering and move to the next level. Role You will be responsible for, amongst other duties, undertaking fund selection, research, constructing
Job Source: Heat RecruitmentFront Row Recruitment Ltd
Southampton
Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include: Assisting IM's with portfolio management for a range of
Job Source: Front Row Recruitment LtdSanderson
Portsmouth
Senior IT Project Manager - Financial Services (Pensions / Investments - Portsmouth - £60-70k On behalf of a leading software provider we are looking for an experienced IT Project Manager with a proven record delivering software / applications type projects. Working knowledge of Agile ways of working and agile toolsets is also essential. You will
Job Source: Sandersonmbf.
Southampton
Mbf are working with one of the UK's largest and most successful Investment Management & Financial Planning organisations to recruit an Investment Management Administrator. Our client has a stellar reputation, they have offices across the country and are an exciting business to work for. We are currently seeking a dynamic & hardworking Investment
Job Source: mbf.PEREGRINE RETAIL LIMITED
Ringwood, Hampshire
Budgens/Shell garage, Windmill. Further details can be provided at the interview stage. Job Title: Petrol Station Store Assistant Manager Job Purpose To be responsible for the day-to-day good running of the site to ensure that customers receive the best possible service whilst remaining within the budgetary limits set by the Company. Reports to: S
Job Source: PEREGRINE RETAIL LIMITEDZachary Daniels
hampshire, england, United Kingdom
Assistant Manager | Fashion Retail | Southampton | £26,000 + Bonus Zachary Daniels are currently recruiting an Assistant Manager for a fashion retail store with a well known brand. You will ensure that all day-to-day operational aspects of the retail store are managed effectively & support the Store Manager. You will be creating a fun and exciting
Job Source: Zachary DanielsSouthampton
Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities which will include:
Provide a high standard of administrative support to the Investment Management team.
Assisting IM's with portfolio management for a range of discretionary and advisory clients.
Preparing reports and documentation required for client meetings
Follow on-boarding processes for setting up new clients and ensuring all regulatory information is collected and recorded.
Assist with the production of client suitability reports
Assist with probate / CGT valuations, preparation of client reports and transaction implementation.
Preparing investment proposals
Opening and maintenance of client accounts
Maintenance of due diligence documentation
Performing trades
Monitoring progress of investment funds
Applicants must possess previous experience of working in the Investment or Wealth management sector and ideally have the CISI qualification or equivalent. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving ability. You will be able to work in a team environment and use your experience to support more junior members of the team.
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a great working environment and generous remuneration package.
Investment Managers Assistant jobs in Southampton
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