investment management assistant in shrewsbury

03 September 2018
zack kelly, randstad business support
job type
£ 22,000 - £ 25,000 per year
apply now

shrewsbury, west midlands
accountancy & finance
sub specialism
job type
working hours
£ 22,000 - £ 25,000 per year
1 year pqe plus
reference number
zack kelly, randstad business support
(0) 121 212 0142
apply now

job description

We are happy to be working in partnership with one of the largest and well known Investment management companies in the UK, specifically for the expanding Shewsbury office. If successful you will have the opportunity to progress towards the role of an Investment Manager through successful completion of the relevant training (CISI Level 4 Investment Advice Diploma and Level 7 Chartered Wealth management qualification).

You will display the following:

* Excellent communication skills with the ability to articulate analysis and recommendations, both verbally and in writing.
* Self-motivated, multi-tasking individual with good organisation who is, detail-oriented and adaptable to change.
* Must show enthusiasm to network and desire to build a range of contacts.
* Must be motivated to support the growth of the business through involvement in and support of a range of marketing events, where necessary.
* Strong presentation and interpersonal skills, which will be key to building and maintaining strong client relationships.
* Ability to work as a proactive team member in a collaborative work environment.


* Actively developing knowledge of Investment Management, the client advice process, the wider business offering and the Financial Services sector.
* Completes all work according to procedures and standards. Collates and verifies the accuracy of information and work provided.
* Supports Portfolio Managers and Investment Managers in production of portfolio proposals, reviews and associated client administration.
* Executes trades on instruction from CF30 Portfolio Manager or Investment Manager.
* Supports business development through correct application of client processes and procedures.
* Assists team members as required and works effectively with colleagues.
* Able to prioritise workload and identify when support is needed to achieve goals.
* Limited client interaction at this stage. All interaction to maintain conduct and professionalism standards.
* Understands and complies with all FCA regulations and principals applying to the role.
* Adheres to Conduct Risk standards.
* This list is not exclusive and there may be additional duties to perform.

Personal Specification:

* Working towards/attains CISI Level 4 Investment Advice Diploma.
* Demonstrating high levels of accuracy, numeracy and attention to detail.
* Clear and concise communication skills - oral and written.
* Ability to meet deadlines/work within restricted timescales.
* Flexible and reliable team member.
* Ability to work on own initiative to achieve required results.
* Collaborative and inclusive approach to work.
* Demonstrates the businesses Values of Genuine, Expert and Ambitious.

Qualifications & Experience:

* Candidates will ideally have a 2:1 Honours degree in order to be considered for this graduate opportunity.
* Experience of working within a business environment would be an advantage.

Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.


client money,finance project management,financial analysis



educational requirements