Investment Support Assistant

LGT Vestra LLP; Bristol; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm based in Bristol is seeking an Administrative Support professional to assist Investment Managers in delivering first-class service to clients. Responsibilities include managing client inquiries, ensuring accurate documentation, and maintaining client records. Ideal candidates will have experience in wealth management and a Level 4 qualification is desirable. This role offers a chance to contribute to a collaborative team and develop professionally.

Qualifications

• Previous experience in a Front Office environment within Wealth Management is desirable.
• Ability to deal with multiple tasks promptly and accurately.
• Willingness to engage in continued professional development.

Responsibilities

• Provide administrative support to Investment Managers.
• Monitor account opening and transfer processes.
• Maintain and update client records consistently.

Skills

Client interaction

Initiative

Team collaboration

Education

Level 4 Qualified (Investment Advice Diploma)

Tools

Microsoft Office

Front office systems

Job description

A leading wealth management firm based in Bristol is seeking an Administrative Support professional to assist Investment Managers in delivering first-class service to clients. Responsibilities include managing client inquiries, ensuring accurate documentation, and maintaining client records. Ideal candidates will have experience in wealth management and a Level 4 qualification is desirable. This role offers a chance to contribute to a collaborative team and develop professionally.