Cobalt Recruitment
London, UK
£55,146 – £55,146
Full-time
18 days ago
Investment Associate, Real Estate Investment Manager The Opportunity Cobalt Recruitment are partnering with a highly entrepreneurial private…
Job Title: Investment Associate
Industry: Financial Services
Location: Edinburgh
Salary: Up to £35,000 DOE
Reference Number: 10481
Recruit UK is working with a well-respected Wealth Management firm in Edinburgh, offering an excellent opportunity for an experienced Investment Associate to join their growing team.
As an Investment Associate you will play a key role in supporting Investment Managers in delivering exceptional client service by preparing portfolio reviews, performance reports, investment presentations, client communications, and meeting documentation.
Assist with portfolio management and operations, including trade execution, portfolio monitoring, account administration, KYC/CDD processes, and ensuring compliance with regulatory and internal standards
Build and maintain client and intermediary relationships, preparing proposals for prospective clients, conducting investment research, and supporting new business opportunities
Competitive salary up to £35,000 (depending on experience)
25 days’ annual leave, increasing with length of service
Auto-enrolment pension
Share Incentive Plan
Private Medical Insurance
Death in Service (DIS) cover
Income Protection
Enhanced maternity leave
Paid paternity leave
Electric car scheme
Cycle to work scheme
Hybrid working
Previous experience in an administrative or client support role within the financial services is preferred
Working towards or holding an RQF Level 3 CISI qualification is highly advantageous
A commitment to achieving the RQF Level 4 CISI Investment Advice Diploma
Strong proficiency in Word, Excel, and PowerPoint is required
Get in touch or apply online to find out more about this opportunity!
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.
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.
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Investment Associate, Real Estate Investment Manager The Opportunity Cobalt Recruitment are partnering with a highly entrepreneurial private…