Investment Management Assistant - Hybrid (Percé)

Investment Management Assistant - Hybrid (Percé)

14 Aug
|
Quilter
|
Percé

14 Aug

Quilter

Percé

Quilter plc, via Quilter Cheviot, is seeking a detail-focused Investment Support Associate for a 12-month Fixed Term Contract in Birmingham (Hybrid). You will assist two Investment Managers and handling client administration for a range of significant private clients with a focus on accuracy and compliance.

You will prepare fact-find forms, suitability letters, and reports, update client records in the CRM, and ensure timely opening of current accounts and amendments.

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📌 Investment Management Assistant - Hybrid (Percé)
🏢 Quilter
📍 Percé

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