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.

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.