Investment Analyst
Salary
35,000 - 50,000
Location
Newcastle-under-Lyme
Job Type
Full Time
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Job Title: Investment Analyst
Industry: Investment Management
Location: Newcastle-under-Lyme
Salary: £35,000 – £50,000
Reference Number: 14150
Job Description:
Recruit UK are working on an excellent opportunity for an Investment Analyst in Newcastle-under-Lyme to join a Financial Planning / Investment Management firm. This is an exciting and growing business with recognised expertise throughout the Investment Management and Financial Planning space.
They are looking for someone to take on the technical, analytical and building elements of managing their current model portfolios, limited bespoke portfolios and help with the construction of intended new portfolios.
This position would be well suited to a fully qualified and/or experienced individual who is looking to take the next step in their career.
The Opportunity:
A chance to join a growing business at an exciting time in it’s journey where client servicing and care is at the core of the business.
Key Responsibilities:
- Ensuring a compliant service is provided within FCA guidelines
- Complying with the businesses own procedures along with TCF, T&C and financial crime
- Keeping up to date with all relevant product, legislative and technical changes
- Act as a member of the teams investment committee
- Run portfolios on a discretionary basis in accordance with an agreed mandate and asset allocation model
- Liaise with clients and intermediaries as appropriate
- Ensure relevant CPD is maintained and recorded accurately
- A young and dynamic team
- Generous salary and overall package
- This is an excellent opportunity to align yourself with a dynamic firm, whereas demand on the team increases there will be progression opportunities within the team.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job 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.