Investment Assistant (1374)

Ref: 1374

Salary £26-£32k | Hybrid Working | Training & Development Opportunities |

Our client a forward-thinking Financial Services firm that provides highly qualified and unbiased financial advice is seeking to recruit an Investment Assistant to join their team. You will be supporting the Head of Investment in duties. You should ideally be working towards or willing to obtain the CISI qualification; study support is available.

Investment Assistant responsibilities include: -

  • Research markets across broad asset classes
  • Contribute to decision-making on asset allocation and fund selection for client and model portfolios
  • Maintenance of the internal fund panel
  • Provide support to advisers/paraplanners/admin on fund/portfolio-related issues
  • Provide performance and risk reporting to the team and wider staff
  • Attendance at Investment Committee meetings
  • Operational support includes but is not limited to maintenance of model portfolios, administration duties, and migration of client assets

Investment Assistant requirements include: -

  • Ideally working towards CISI qualification or IMC qualified
  • An interest in financial markets, investing, and portfolio management
  • An organised individual with excellent time management
  • Excellent attention to detail
  • Strong communication skills
  • Good written English and numerical skills
  • Good use of Word, Excel and the ability to learn new software

Your Benefits as Investment Assistant include but are not limited to: -

  • Opportunity for hybrid working
  • Competitive Salary
  • 25 days holiday (+ bank holidays) increasing by 1 day for every 2 years in the workplace
  • Training and development opportunities
  • 4% company pension

If you are a friendly and approachable individual who would like to be part of a company that considers its staff to be its most vital asset, then this role could be right for you.  

If you would like to find out more details about this role, apply today!

Recruitment Consultant: Joanne Howell

Ref: 9180