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Investment Manager – Wakefield – Up to £40,000
- Competitive salary up to £40,000
- Opportunity to develop within a growing firm
- Friendly and professional team environment
- Benefits package
We are recruiting on behalf of a well-established firm in Wakefield that is seeking a dedicated professional to join their team.
The Role:
As a Investment Manager, you will provide essential support, ensuring the smooth running of client accounts and assisting with financial planning processes. Your responsibilities will include:
- Preparing reports and documentation for client meetings
- Administering Shares transactions
- Processing new business applications and policy administration
- Liaising with clients, providers, and advisers to manage queries
- Maintaining accurate records and compliance with FCA regulations
- Supporting advisers with research and financial planning tasks
The Ideal Candidate:
- Experience in a financial planning, share dealing or IFA administration role
- Strong knowledge of financial products, including pensions and investments
- Excellent organisational and communication skills
- Attention to detail and ability to manage multiple tasks
- Experience with financial software and CRM systems (desirable)
If you are a proactive and detail-oriented financial administrator looking to take the next step in your career, apply today!
