My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an Investment Support Specialist to join their well-established office on the northeast outskirts. Role Purpose To provide dedicated support to the Investment Director in managing the Discretionary Fund Management (DFM). This role is essential for enhancing operational efficiency, ensuring compliance, and improving client service. The specialist will assist with portfolio management, client reporting, compliance, administrative duties, and specific tasks related to AREA Passive Plus, Blended Income MPS, and active and passive AMPS. Key Accountabilities Portfolio Management Support Monitor and rebalance client portfolios Conduct research and analysis for investment decisions Prepare investment performance reports and presentations Client Reporting Generate and distribute regular client reports Ensure accuracy and timeliness of client communications Address client inquiries related to portfolio performance and strat...
Investment Support Specialist in Essex employer: Service Service Employment Agency Limited Careers
Join a supportive and close-knit team at a local insurance broker in Norwich, where your contributions will be valued and rewarded. With a competitive salary, monthly bonuses, and generous holiday allowances that increase with service, this role offers not just a job but a pathway for personal and professional growth. Enjoy the flexibility of hybrid working after training, alongside comprehensive benefits including a BUPA cash plan and free parking, making it an excellent choice for those seeking a fulfilling career in customer service.
Contact Details:
Service Service Employment Agency Limited Careers Recruitment Team
