Investment Associate - #2100759

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.