Job Title: Investment Assistant
Industry: Financial Services
Location: Norwich
Salary: Up to £38,000 DOE
Reference Number: 10575
Recruit UK is working with a well-respected Wealth Management firm in Edinburgh, offering an excellent opportunity for an experienced Investment Assistant to join their growing team.
As an Investment Assistant you will play a key role in supporting Investment Managers in delivering exceptional client service by preparing portfolio reviews, performance reports, investment presentations, client communications, and meeting documentation.
Responsibilities:
- Assist with portfolio management and operations, including trade execution, portfolio monitoring, account administration, KYC/CDD processes, and ensuring compliance with regulatory and internal standards
- Build and maintain client and intermediary relationships, preparing proposals for prospective clients, conducting investment research, and supporting new business opportunities
What's in it for you:
- Competitive salary up to £38,000 (depending on experience)
- 25 days' annual leave, increasing with length of service
- Auto-enrolment pension
- Share Incentive Plan
- Private Medical Insurance
- Death in Service (DIS) cover
- Income Protection
- Enhanced maternity leave
- Paid paternity leave
- Electric car scheme
- Cycle to work scheme
- Hybrid working
Skills and experience required:
- Previous experience in an administrative or client support role within the financial services is preferred
- Working towards or holding an RQF Level 3 CISI qualification is highly advantageous
- A commitment to achieving the RQF Level 4 CISI Investment Advice Diploma
- Strong proficiency in Word, Excel, and PowerPoint is required
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Investment Assistant in Costessey employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
