Junior Investment Analyst

  • Location

    Bath

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + Bonus and Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3041_1626167594

  • Published:

    19 days ago

  • Expiry date:

    2021-08-12

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

A national Wealth Management & Employee Benefits organisation are currently seeking to recruit a Junior Investment Analyst to join their growing team in Bath. The company are very well known, they have grown considerably over the past few years and show no signs of slowing down.

They are now looking to recruit a Junior Investment Analyst who can provide comprehensive support to the Investment & Product Research Manager and overall firm.

Some of the duties included:

  • Contribute to the maintenance of a product and investment solution matrix which provides a consistent solution for all clients.
  • Provide support to the Investment & Product Research Manager, liaising with product providers and investment managers including attending regular meetings and documenting discussion.
  • Conduct ongoing monitoring and analysis of investment and product solutions on the CIP.

To be considered you must come from either a Financial Planning or Investment Management background and will have experience working within a similar role.

My client is offering a good basic salary plus bonus and good company benefits including: pension, DIS, Income protection etc. They also offer support for market exams, full (high quality) on the job training & support and opportunities to progress.