Investment Assistant
Job in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-09-10
Listing for:
Recruit UK
Contract
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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 Get in touch or apply online to find out more about this opportunity!
About Recruit UK:
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.
Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams. Never pester you.
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