Location: Leicester

Salary: £30,000 - £50,000

The Role:

The role will be diverse due to the small team and scope of business. It will involve day-to-day management of portfolios, research into economic and investment markets and client communications.

Main Duties and Responsibilities

* Day-to-day management of portfolios

* Economic research, analysis and presentations to investment committee

* Investment research, analysis and presentations to investment committee

* Quantitative and qualitative research into investment holdings

* Written and oral communications with clients, including meetings

* Presenting at webinars, client events and video updates

* Working with in-house financial planners

* Industry learning

* Making sure you follow the firm's compliance processes and procedures in the following

areas: T&C, complaints, financial crime, anti-money laundering, anti-bribery, data security, data

protection, conflicts of interest, inducements, record keeping and best execution.

* Making sure you follow relevant advice and sales procedures at all times

* Complying with the Financial Services and Markets Act 2000, the FCA's Conduct rules and FCA

Statements of Principle & Code of Practice and the relevant FCA rules at all times

* Keeping up to date with relevant regulatory, product, legislative and technical requirements

* Making sure all client contact is carried out in a professional and courteous way

* Making sure all client files are compliant on an ongoing basis

* Making sure all client records are retained in line with the firm's Date security, data protection

and record keeping policy

The Candidate:

  • Experience of working in an office environment

  • Some experience of investment management would be useful but not essential.

Skills:

* Proficient IT skills - ability to use a computer and various applications

* Microsoft application knowledge

* Good people skills

* Time management and organisation

* Willingness to take initiative to 'get things done'

* Discretion

* Strong communication skills

* Willingness to take appropriate qualifications

* Ability to work well in small teams

Knowledge:

  • Some industry knowledge would be beneficial but the willingness to learn and embed yourself in the company culture and future ambitions are more important.

Qualifications:

* Achieved C or above (or equivalent level) in English & Maths at GCSE

* Educated to at least A-Level or equivalent

* Relevant investment or financial planning qualifications would be helpful but not a

requirement.

£30,000–£55,000

Engineering

Job Title Production Planner Location Leicester, Mon – Fri – 8.30-5 Salary £35k per annum We are looking for a Production planner to organize production according to demand…

Sales

Lutterworth Permanent 35 hours per week (Monday to Friday 9am – 5pm) Up to £30,000 per annum (£50,000 + OTE) Benefits: 31 days (including bank holidays), pension scheme,…

Admin & Secretarial

Lutterworth Permanent 35 hours per week (Monday to Friday 9am – 5pm) £13.00 – £16.00 per hour Benefits: 31 days (including bank holidays), pension scheme, on site car…

Sales & Marketing

Lichfield Permanent 35 hours per week (flexible working) £ Competitive salary Benefits: 33 days annual leave (including bank holidays) + your birthday off, additional annual leave after 2…

Engineering

Job Role: Production Planner Location: Loughborough (LE12) Salary: Up to £38K (Dependant on experience) Working hours: 40 Hour Week Job Type: Full Time / Permanent A role has…

Legal

Job Title: Legal Assistant Location: Birmingham City Centre Salary: £20k – £24k (depending on experience) Ideally full-time work (35 hours per week) however will consider part-time for the

Admin & Secretarial

Here at Optima we have an amazing opportunity with a long standing client of ours who are a family run business. They are well established within their field…

Engineering

Plater/Fabricator Chesterfield Day shifts Rate: £14 per hour The Role Thick gauge Plater required for this well-established engineering company based in Chesterfield. This job will involve working on…

Financial Services

Job Title: Payroll Administrator Location: Leicester Salary: £22,000 to £28,000 per annum. The Role: The role is a great opportunity for an existing Payroll individual that has taken…

Engineering

Job Title: FLT Counterbalance Driver Location :Derbyshire Salary: £12 per hour The Role: Are you looking for a role within a well-established Manufacturing company? If so, this is…