We have been trusted for generations to guide clients through their individual investment story and the world of investment management. Today we serve clients who have a wide range of investment needs, preferences and risk tolerances. Return, risk and responsibility are the three facets we consider in every investment decision.
Carry out research into specific areas, for example helping with due diligence into new initiativesProvide a range of administrative support services including creating and maintenance of management information, spreadsheets, databases and project updates and SharePoint pages.Arranging travel schedules including all material for tripsCollating daily diary packs with necessary papers, travel information, tickets etcProviding general administrative support and cover to all PAs during holiday and other absences and general support to the team as required
Experience working in a similar role in Financial Services, the Investment or Wealth Management industry
Proficient in Excel, Word, PowerPoint, MS TeamsAwareness of the Financial Services/Wealth Management industry including regulatory aspects
Pay range and compensation package£Hybrid working…