Client-Facing Investment Support Executive (Liverpool)

Redmayne Bentley LLP; Liverpool; On-site; GBP 26,000 - 38,000; Full time

Job summary

Redmayne Bentley LLP is seeking an Investment Executive in Liverpool to support the Investment Management team. You will be a frontline contact for clients, assist with portfolio construction and trade placement, and help with daily office operations.

You will bring strong communication, analytical skills, and a proactive attitude to thrive in a client-facing, detail‑driven environment while working on-site five days a week.

Qualifications

• Excellent written and verbal communication skills.
• Ability to adapt, analyse complex information.
• Resilience under pressure and meeting deadlines.
• Discretion with sensitive information.
• Strong attention to detail and accuracy.
• Self-motivated and well-organised.

Responsibilities

• Provide support to Investment Managers throughout the client journey.
• Be a first point of contact for client queries.
• Assist with portfolio construction and placing trades.
• Support office team and Investment Managers in daily tasks.
• Maintain office presence and manage client queries in person.

Skills

Communication

Analytical

Detail-oriented

Discretion

Time management

Education

Level 4 CISI Investment Advice Diploma

Job description

Redmayne Bentley LLP is seeking an Investment Executive in Liverpool to support the Investment Management team. You will be a frontline contact for clients, assist with portfolio construction and trade placement, and help with daily office operations.

You will bring strong communication, analytical skills, and a proactive attitude to thrive in a client-facing, detail‑driven environment while working on-site five days a week.