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Hybrid portfolio assistant – wealth management

Southampton
Brooks Macdonald
Wealth manager
€30,000 a year
Posted: 10h ago
Offer description

Brooks Macdonald, a leading wealth management firm in the UK, is seeking a Portfolio Assistant for a 12-month FTC. The role involves delivering administrative support to Investment Managers and clients, managing client portfolios, and ensuring service levels are consistently met. Candidates should have a minimum of 3 years in a similar administrative role within the wealth management sector. Excellent organisational skills and a strong attention to detail are essential. A hybrid work arrangement is available with 3 days in the office and 2 days remote.
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