The Role
You'll support the management of discretionary and advisory portfolios, develop strong client relationships, and gain exposure to investment markets, portfolio management, and wealth management services. This is an excellent opportunity for someone looking to progress towards Chartered status and build a long-term career in the industry.
Key Responsibilities
* Support the management and review of client investment portfolios.
* Build and maintain strong client relationships.
* Provide investment recommendations across a range of asset classes.
* Monitor market and economic developments.
* Prepare client reports, valuations, and communications.
* Ensure compliance with FCA regulations and industry standards.
* Work collaboratively with operational teams to deliver excellent client service.
About You
* Minimum CISI Level 4 qualified and keen to work towards completion.
* Experience in investment management, wealth management, or financial services.
* Strong understanding of investment products and portfolio management.
* Excellent communication and relationship-building skills.
* Analytical, organised, and client-focused.
* Ambitious and committed to ongoing professional development.
What's on Offer?
* Structured career development pathway.
* Support towards professional qualifications and Chartered status.
* Exposure to investment markets and portfolio management.
* Opportunity to work within a collaborative, client-focused environment
Salary description
£30000.00 - £40000.00 per year