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Private Client Investment Associate

Oval Recruit
Job LocationEdinburgh
EducationNot Mentioned
Salary£30,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Private Client Investment AssociateLeading Private Client Investment Manager - Based Edinburgh£negotiable + Excellent Package and BonusThis is an excellent opportunity for individuals with at least 2 years’ experience in Investment Management, Financial Planning or Wealth Management to join one of the UK’s leading Investment Managers in their Edinburgh offices. Working in their PrivateClient team, you will be responsible for a wide range of duties, including:

  • Working closely with the Private Client Directors on all aspects of their client meetings, including setting up, arranging and handling all post meeting documentation.
  • Create client suitability reports, including transfer analysis and new client portfolio analysis.
  • Maintain client data across all systems and take dealing instructions from clients and Directors.
  • Liaise closely with back office staff and client servicing team to ensure best practice and best possible outcomes for clients.
  • Work closely with all members of the Private Client team, participating in relevant projects and business initiatives.
To be successful in this role, you should have had experience of the following:
  • At least 2 years relevant experience gained from within a similar Private Client Investment, Financial Planning or Wealth Management organisation
  • Proven client focused background, with a strong proactive and energetic approach to work
  • Good educational background, ideally working towards Financial Planning and/or Investment qualifications
  • Excellent communication and administrative skills
In return our client offers:
  • Excellent working environment, including hybrid working policy.
  • Excellent base salary, package and bonus
For more information, please contact Edward Groves

Keyskills :
AdministrativeFinancial PlanningInvestment ManagementWealth ManagementPrivate Client

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