Job Description
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.
Responsibilities:
- 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
What’s in it for you:
- 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
Skills and experience required:
- 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!
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.
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.
