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Investments Portfolio Assistant

Employer
Ortus Psr
Location
UK
Salary
Competitive
Closing date
30 Sep 2021

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Sector
Accountancy
Contract Type
Permanent
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A Chartered Financial Planning Practice in Cambridge are currently expanding due to their continued success.

They are now seeking a Investments Portfolio Assistant to join their team. The successful candidate will work closely with the Head of Investments within the business providing a bespoke investment portfolio service to UHNW clients.

Benefits:
  • Salary £30,000 DOE
  • Annual Staff Bonus Scheme
  • 4 x DIS
  • Company Pension Scheme
  • Group Income Protection
  • Private Medical Insurance
  • Dental cover
  • Personal Training and Development Support

What is required?
  • CISI Investment Advice Diploma, or working towards this
  • Proven experience working within an Investments business
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