Salary: Negotiable
Reference:KM/BCR/8912_1612980480
Location:Worcestershire
Sector:Finance Jobs
Type:Permanent

Trainee Investment Assistant

Ref: KM/BCR/8912

Location: Ombersley / Droitwich

Bell Cornwall Recruitment are recruiting for a Trainee Investment Assistant for a reputable Private Banking Company based in Ombersley. This would provide a fantastic platform from which you can launch your professional, financial services career. The role is full time and is based in Ombersley.

Duties …

  • Prepare investment review letters
  • Produce investment proposals/schemes for new and existing clients
  • Monitor clients portfolios
  • Undertake company research – including unit trusts and direct equities
  • To work with CRO Teams, the Quality Assurance Team and Senior Management
  • Administrative duties where required

The ideal candidate will have…

  • Knowledge/interest in investment management and stockbroking
  • Excellent IT skills with Microsoft Office Experience
  • Able to work under pressure to ensure deadlines are met
  • Excellent verbal and written communications skills
  • CISI Level 3 is desirable

If this sounds like you and you would like to be Trainee Investment Assistant in Ombersley then apply now.

Interested? Please click the ‘APPLY’ button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment business. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

APPLY FOR THIS JOB

BCR have more fantastic opportunities for you!

Visit www.loveworkbehappy.co.uk & follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life.

Love Work Be Happy

BCR aim to get back to all applicants within 24 hours however if you have not received a response within this period then please feel free to contact us on 0121 5155910 at your earliest convenience.

BELL CORNWALL RECRUITMENT

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales