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Posted about 2 months ago

An exciting opportunity for a motivated individual committed to a career within investments, to join a multi-jurisdictional trust, investment and financial services company.

With a focus on delivering a high standard of investment performance and client services, you will work alongside a small but highly experienced team and gain exposure to all aspects of the business, benefitting from the substantial capacity for personal development and potential to later transition in to a portfolio management role.

Responsibilities will include:

  • Preparing new business proposals and communicating with advisers and trustees

  • Assisting with client reporting, marketing reports and strategy factsheets for distribution 

  • Inputting trades into the system to generate dealing instructions to be forwarded to custodians and tracking the completion of all executed trades 

  • Supporting Investment Directors and the compliance team with the onboarding of new clients 

  • Conducting periodic reviews of portfolios to ensure compliance with regulatory requirements

Experience and skills required:

  • Strong appetite for development of investment career

  • Good knowledge of investment markets 

  • Proficiency with Bloomberg research tools and Microsoft Office Suite 

  • Ideally investment qualified (Level 4) e.g. CISI Certificate in Investment Management, however this is not essential

  • Self-starter with good time management skills

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.