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Front 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 which will include: Provide a high standard of administrative support to the I
Job Source: Front Row Recruitment LtdHeat 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 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 LtdCOREcruitment International
Winchester
About our client: Our client is a fast growing grab-and-go concept that is set to expand in the coming years. They have secured a big investment to fund their expansion. With the new opening coming up, they are currently in search of a dynamic and experienced Assistant Manager to join their team and grow in the GM role after the training period. Th
Job Source: COREcruitment InternationalCOREcruitment International
Fareham
About our client: Our client is a fast growing grab-and-go concept that is set to expand in the coming years. They have secured a big investment to fund their expansion. With the new opening coming up, they are currently in search of a dynamic and experienced Assistant Manager to join their team and grow in the GM role after the training period. Th
Job Source: COREcruitment InternationalCOREcruitment International
Eastleigh, Hampshire
About our client: Our client is a fast growing grab-and-go concept that is set to expand in the coming years. They have secured a big investment to fund their expansion. With the new opening coming up, they are currently in search of a dynamic and experienced Assistant Manager to join their team and grow in the GM role after the training period. Th
Job Source: COREcruitment InternationalZachary Daniels
Southampton
Assistant Manager | Southampton | Ladies Fashion | Salary £25,000 | 36 Hours Zachary Daniels Recruitment are currently on the hunt for an Assistant Manager for a glam and reputable fashion retailer in their tier 1 Southampton store! As Assistant Manage r, you will be at the forefront of creating an exceptional environment for customers, buildin
Job Source: Zachary DanielsCherryred Recruitment
Lymington
Assistant Manager Beautiful, full-table, premium dining restaurant concept! The Perks: Great work life balance Fun working environment Fantastic opportunity to progress and develop further Free meal on duty Discount on food & drinks for friends & family and many more... We are currently recruiting for Assistant Manager positions for a number of
Job Source: Cherryred RecruitmentSouthampton
£ 30000 - 34000/annum plus generous benefits
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...
Investment Managers Assistant jobs in Southampton
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