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Investment Assistant: Client Dealing & Portfolio

Job in Lancashire, Lancashire, England, UK
Listing for: RGH-Global | People Services
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Investment Assistant: Client Dealing & Portfolio Support
A leading discretionary wealth management firm in the UK is seeking an Assistant Investment Manager (Client Dealing) to provide portfolio management support and ensure adherence to compliance and reporting standards. The successful candidate will support Investment Managers, interact with clients, and contribute to team targets while maintaining regulatory requirements. This hybrid role requires commitment to professional development and strong organizational skills.
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