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.


* 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


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


* 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




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