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Portfolio assistant - southampton

Hedge End
MI Search Ltd
Assistant
Posted: 19h ago
Offer description

This respected investment management business is currently seeking a portfolio assistant to work out of their Southampton office (hybrid working available).

In this role you will provide administration service and support to investment managers, portfolio managers and clients. Aspects of the role include dealing with GIA, ISA's, Charities, Trusts, Corporates and Self Invested Personal Pensions. You will also be involved in building relationships with introducers and assisting with meeting preparations.

You must have experience working in an investment administration role for an investment management firm or financial planning practice, have strong systems experience, and excellent communication skills.

Basic salary to GBP30,000, pension and benefits.

This is a 6 month fixed term contract, with the possiblity it could be extended but not guaranteed

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