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Posted 8 months ago

Kick start your career with an expanding wealth management business which strives to build a diverse, fulfilling and inclusive workplace.

This is a hands-on, supportive role within a small team of dedicated professionals, where you will be supported and encouraged to achieve your career ambitions. You will also have the opportunity to engage with the company’s wellbeing programme.

If you have an interest in investments, a proactive attitude, a drive for accuracy and a passion for excellent client service, this would be the perfect opportunity for you.

Responsibilities will include:

  • Settling trades, reconciling transactions and investigating and resolving inconsistencies

  • Collecting and analysis portfolio data

  • Supporting client management, including accounting opening, producing performance reports and assisting with payments

  • Testing new software

Experience and skills required:

  • Educated to A level standard (or equivalent)

  • An interest in financial markets and portfolio management services 

  • Ambition to progress and development 

  • Ability to work independently, using own initiative  

  • Willing to study towards a professional investment qualification

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.