Job Description Job Title: Investment Assistant Financial Services 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. 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 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 ~ Enhanced maternity leave ~ Paid paternity leave ~ Electric car scheme ~ Cycle to work scheme ~ Hybrid working 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 Get in touch or apply online to find out more about this opportunity! As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.
Locations
Investment Assistant - Graduate in Norfolk, Norwich 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.
