Portfolio & Investment Assistant – Cambridge – Up to £32,000
Job Ref: 90448
Location: Cambridge, Cambridgeshire
Salary: £28,000 - £32,000 per annum
Employment Type: Permanent
Job Overview
The opportunity for a Portfolio & Investment Assistant to join a well‑established Financial Services Practice that provides a highly personalised financial planning and investment management service.
What’s Required
* Strong academic background, educated to a high level.
* Level 4 CISI Investment Advice Diploma preferred (or working towards).
* Professional communication manner, both written and verbally.
* Desire to contribute and progress within the investment industry.
Responsibilities
* Provide operational and administrative support across the investment lifecycle.
* Support the Investment Team in the implementation of model portfolio changes and investment decisions.
* Develop and maintain a working knowledge of UK and global financial markets, investment products and structures.
* Engage in market research including UK and global economic developments.
* Work with the Investment Team to assess opportunities and risks.
* Liaise with Financial Planners and internal stakeholders to ensure accurate and timely execution of agreed investment actions.
* Attend Monthly Investment meetings and Investment Committee meetings as required, producing clear and accurate meeting notes.
* Contribute to the preparation and timely delivery of quarterly investment materials—including factsheets, strategy updates, economic commentary.
Benefits
* Full exam and study support towards IMC/CISI.
* Progression within the role towards paraplanning/advice in future.
* 6% pension contribution after probation.
* PMI, income protection, DIS 4x salary.
* Annual discretionary bonus scheme.
* 25 days holidays + bank holidays and buy and sell scheme.
* Exam pass bonuses.
* Regular team and social activities.
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