Investment Assistant

Job Title:
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.

• 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

• 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

• 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