Investment Assistant

Are you looking to develop in your finance career? Are you an enthusiastic, motivated, and professional team player? Red is recruiting an Investment Assistant to join a highly personalised financial planning service based in Clifton, Bristol. This is a fantasticopportunity to work in a supportive environment with likeminded individuals.

Package and Benefits :

• Salary : DOE

• Location : Clifton, Bristol

• Hours : Monday to Friday

• Part-time hours available :

• Free parking onsite

Key Responsibilities :

• Assisting in processing new and existing business
• Being the first point of contact for clients whilst managing relationships in a professional manner
• Identifying client needs and objectives whilst undertaking technical research to identify suitable solutions to meet client needs
• Ensuring all client records are fully compliant and up to date
• Organising client meetings and preparing client meeting packs
• Dealing with client queries in a professional and efficient manner
• Managing relevant databases and spreadsheets
• Issuing and receipt of relevant paperwork such as quotations, valuations etc.
• After relevant training to place investment trades
• Getting involved in marketing initiatives
• Producing compliant and detailed client reports

Skills and Experience :

• Ideally a background in accounting with education at degree level and/ or diploma in financial planning
• Previous experience working in a wealth management is desirable
• Good multitasking skills to take on a variety of tasks as and when required
• Excellent communication skills, both written and oral with great telephone manner
• Strong mathematical skills
• Drive and motivation to deliver and exceed client expectations
• Excellent organisational skills and attention to detail
• Ability to work under own initiative
• A good sense of humour!