At a Glance
- Tasks: Support the Investment Director in managing client portfolios and enhancing operational efficiency.
- Company: A personable Independent Financial Advice Practice with a strong team culture.
- Benefits: Competitive salary, supportive work environment, and opportunities for professional growth.
- Other info: Dynamic role with opportunities to learn and grow in the finance sector.
- Why this job: Join a dedicated team and make a real difference in clients' financial journeys.
- Qualifications: Strong analytical skills and a passion for finance are essential.
The predicted salary is between 40000 - 50000 £ per year.
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 strategy Compliance and...
Investment Support Specialist in Essex employer: Service Service Employment Agency Limited
As an Investment Support Specialist at this Independent Financial Advice Practice, you will be part of a dedicated team that values client relationships and professional growth. With a strong emphasis on operational efficiency and compliance, the company fosters a supportive work culture where employees are encouraged to develop their skills and advance their careers. Located in the picturesque East Anglia region, this role offers a unique opportunity to contribute to a personable collective while enjoying the benefits of a well-established firm with a billion in funds under management.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
