Investment Assistant
Salary
Up to 25,000
Location
Marlborough
Job Type
Full Time
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Job Title: Investment Assistant
Industry: Financial Planning
Location: Marlborough, Wiltshire
Salary: Up to £25,000
Job Reference: 15104
Job Description:
Recruit UK are working on an excellent opportunity for an Investment Assistant to join an Award-Winning Independent practice in Wiltshire.
Our client is a leading provider of Wealth Management, they offer bespoke solutions to their clients. With their national presence, they can offer fantastic training and career development for the successful applicant.
They offer a wide range of services to their clients from discretionary investment management and tax planning to retirement planning. They pride themselves on their opportunities and as a result, have an opening available for a motivated, driven professional to join their Investment team.
Within this role, you will provide a first-class service to clients and will be integral to supporting them through to achieving their financial goals.
You will prepare all administration for the Investment managers including presentations and reports. This work will give you hands-on experience and understanding of the process involved whilst you obtain your industry qualifications.
You will be compliant and understand FCA regulations as well as being a team player that is always on hand to complete additional tasks as required.
Benefits:
- Fantastic support to develop yourself in the industry
- Clear cut progression
- Assistant with exam support
- Salary up to £25,000 this is negotiable to the right individual
- 25 days holiday + BH
- Group income protection, pension, and other great benefits
- You must be driven to your success within Wealth Management
- Open to undertaking exams and continued learning
- CISI Level 4 or equivalent
- IT literate, numerate, excellent verbal and written communication skills
- Able to prioritize and adapt to changing circumstances and tasks
- Ambition is at the heart of this firm, they will give you the tools to succeed!
- 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.