This respected investment management business is currently seeking a portfolio assistant to work out of their Cardiff office.

In this role you will provide administration service and support to investment managers, portfolio managers and clients. Aspects of the role include dealing with ISA, LISA, and JISA products. 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 £30,000, pension and benefits.