At a Glance
- Tasks: Support the investment team by onboarding portfolios and processing trades.
- Company: Established wealth management firm with a focus on career development.
- Benefits: Gain valuable experience in portfolio management and financial services.
- Other info: Opportunity for growth in a supportive and detail-oriented environment.
- Why this job: Kickstart your career in finance while working with a dynamic investment team.
- Qualifications: Strong admin skills and Excel proficiency required.
The predicted salary is between 31500 - 38500 £ per year.
Flair for Recruitment represents a long-established wealth management and investment firm in the UK seeking an Investment Assistant to support a growing investment team and develop a career in portfolio management and financial services.
You will onboard portfolios, process trades, assist with rebalancing, monitor activity, manage cash and investment instructions, and prepare reports.
Strong admin skills and Excel proficiency are essential, with a proactive, detail‑oriented approach.
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Portfolio Operations Associate employer: Flair for Recruitment
Join a dynamic financial services organisation that prioritises employee growth and development. With a competitive salary and benefits package, you will thrive in a supportive and collaborative work environment, where your leadership skills will be nurtured and your contributions to operational excellence are valued. This role offers the chance to lead a high-performing team while enjoying ongoing professional development opportunities in a rapidly growing sector.
