Investment Associate

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:

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• Assist with portfolio management and operations, including trade execution, portfolio monitoring, account administration, KYC/CDD processes, and ensuring compliance with regulatory and internal standards
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• Build and maintain client and intermediary relationships, preparing proposals for prospective clients, conducting investment research, and supporting new business opportunities
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What’s in it for you:

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• Competitive salary up to £35,000 (depending on experience)
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• 25 days’ annual leave, increasing with length of service
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• Auto-enrolment pension
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• Share Incentive Plan
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• Private Medical Insurance
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• Death in Service (DIS) cover
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• Income Protection
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• Enhanced maternity leave
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• Paid paternity leave
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• Electric car scheme
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• Cycle to work scheme
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• Hybrid working
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Skills and experience required:

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• Previous experience in an administrative or client support role within the financial services is preferred
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• Working towards or holding an RQF Level 3 CISI qualification is highly advantageous
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• A commitment to achieving the RQF Level 4 CISI Investment Advice Diploma
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• Strong proficiency in Word, Excel, and PowerPoint is required
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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

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• Start every journey with a conversation to find out about you in depth.
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• Provide honest feedback on where you fit in the jobs market.
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• 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.
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• Take a holistic mindfulness approach – career happiness is rarely just about the money.
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• Cover the whole of the UK with a local touch through our regional teams.
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• Never pester you.
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