We pride ourselves on providing a professional, efficient and approachable service to our clients, and are always looking to recruit high-calibre individuals who possess the aptitude and motivation to enable us to continue doing so.

Investment Manager’s Assistant

Competitive Salary plus benefits

We currently have an opportunity for an enthusiastic candidate, with an interest in financial markets, to join our Investment Team. This permanent, office based position is well suited to an individual who has either recently graduated or has up to three years’ experience working in financial services and is looking to advance their career in Investment Management. 


Working within the Investment Team the successful candidate will assist Investment Managers with various aspects of portfolio management while working towards achieving the relevant professional qualifications. 


This is an exciting position which offers significant opportunities for training and career progression (to the role of Investment Manager).


The initial main responsibilities of the role include:

Assisting Investment Managers with the administration of client portfolios

Answering clients’ queries and ensuring that client records are kept up to date 

Liaising internally with other departments in relation to client portfolios 

Contributing to investment research and participating in Investment Committee meetings

Obtaining industry (CISI) qualifications


Candidates should have:

A strong academic background with a minimum 2:1 Degree

A demonstrable interest in financial markets

Excellent verbal and written communication skills

The ability to work in a pressurised environment, independently or as part of a team

Strong organisational skills and ability to manage workloads while working to strict deadlines

A superb work ethic and good numeracy skills


Previous experience is not required as full on the job training is provided together with support in obtaining the necessary qualifications. 

Please apply by sending your current CV along with a covering letter to