Investment Associate
Salary
30,000-40,000
Location
Bristol
Job Type
Full Time
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Job Title: Investment Associate
Industry: Financial services
Location: Bristol
Salary: £30,000 – £40,000
Job Description:
Recruit UK are working on an excellent opportunity for an Investment Associate in Bristol to join a Financial Planning firm.
I am looking to speak with knowledgeable and experienced individuals who can work within the investment division in this financial planning firm in Bristol.
You will be providing high quality and professional services by helping the clients set out their investment strategy, by providing technical support and improving current systems where possible. You will also be ensuring that investment data is accurate and up to date.
Duties will include but will not be limited to:
¥ Co-ordinate fund manager research meetings and report writing
¥ Preparation of investment strategy reviews
¥ Co-ordination of investment transactions
¥ Preparation of economic updates and supporting documentation for client meetings
¥ Client-specific investment research projects
¥ Develop and maintain systems to collate and analyse data for client reporting
¥ Analysis of actuarial data to determine de-risking opportunities and long-term investment strategy
¥ Preparation of scheme performance reports and valuations, advice letters and presentations
¥ Assisting with and coordinating high-level administration tasks
¥ Carrying out compliance checking
¥ Attendance at internal meetings as and when required
¥ Providing support to the Consultants and Directors
What’s in it for you:
* 25 days holiday
* Immediate life assurance cover
* Membership of the group pension arrangement a discretionary bonus scheme after 6 months service. Working hours are 9am to 5pm Monday to Friday with an hour for lunch
Skills and experience required:
You will be able to work well within a small, busy team
Have the ability to work well independently and proactively
Have a professional, positive, can-do attitude
Be able to communicate effectively with clients, senior personnel and Directors
Have excellent numeracy skills and excel spreadsheet skills
Produce work that has a high level of accuracy
Be able effectively to prioritise and organise their own workload/the team’s workload
Have the ability to delegate effectively to junior team members
Understand the process of risk management
Ideally, have an understanding of pension scheme liabilities
Ideally, have an interest/understanding of economics and asset classes
Recruiters contact info:
Name: Recruit UK
Email: [email protected]
Tel: 01179170416
Whatsapp/mobile: 07399163962
Job Reference: 13211
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. Right now, here atRecruit UK, we are currently representing an Investment Associate role in Bristol to join a Wealth Management firm.
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.
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.