Investment Analyst

About The Client:

Our client has been providing Independent Financial Advice for over 50 years, where their dedicated team implement a personal approach to financial planning, enabling them to help clients build, protect, and pass on their wealth. One of the first firms to be accredited as ‘Chartered Financial Planners’ and champion the development of their staff, funding a variety of qualifications and courses for staff members across the business.

About the Investment Team:

Join a multi-award-winning, in-house Investment Team as an Investment Analyst. The team is busy and innovative, with a can-do attitude, working closely with various stakeholders across the business. From managing multiple portfolios to overseeing two Open-Ended Investment Companies, there’s always something interesting happening.

The investment team never lose sight of the position of trust they are placed in and remain committed to continually analyzing and monitoring all investments that are currently available – regardless of whether they form part of a clients’ portfolio. Such observations ensure that all investments they offer and advise upon are wholly considered to be the best possible investment options for every individual client.

The Role:

Our client is looking for someone who will work well with the team. If you’re willing to learn and have a great attitude to work, there will be a full training plan in place for your start date.

As an Investment Analyst, you will research and understand the financial market, relaying information to our investment committee chaired by a Non-Executive Director and Investment Manager to assist in investment selection, asset allocation, and portfolio construction. Your insights will help ensure the clients’ portfolios are well-managed and potential investment opportunities are highlighted.

Ideally, you will be a strong communicator who will work closely with the rest of the Investment team, as well as the advisory team and senior management. You’ll need to be organised and efficient to handle multiple tasks and projects.

If this sounds like a role that excites you, you could be the perfect fit! 

The Package:

• 25 days annual leave (plus an extra day off for your birthday, and a “take-two-get-one-free” system for annual leave over Christmas)
• Auto-Enrolment Pension Scheme (following a 3-month deferred period)
• Immediate eligibility for our Death in Service Scheme (equivalent to four times your starting salary)
• Company and individual performance related bonuses
• Normal working hours are 9am – 5pm Monday to Friday
• Highly competitive salary, based on qualifications and experience
• A £50 donation to a charity of your choice on your birthday.
• Regular staff get-togethers- from a Summer Garden Party to charity fundraising activities to team building away days.