Investment Associate

Job Title: Investment Associate Industry: Financial ServicesLocation: Edinburgh Salary: Up to £35,000 DOEReference Number: 10481 Recruit UK is working with a well-respected Wealth Management firm in Edinburgh, offering an excellent opportunity for an experienced Investment Associate to join their growing team. As an Investment Associate you will play a key role in supporting Investment Managers in delivering exceptional client service by preparing portfolio reviews, performance reports, investment presentations, client communications, and meeting documentation.Responsibilities:Assist with portfolio management and operations, including trade execution, portfolio monitoring, account administration, KYC/CDD processes, and ensuring compliance with regulatory and internal standardsBuild and maintain client and intermediary relationships, preparing proposals for prospective clients, conducting investment research, and supporting new business opportunitiesWhat''s in it for you:Competitive salary up to £35,000 (depending on experience)25 days'' annual leave, increasing with length of serviceAuto-enrolment pensionShare Incentive PlanPrivate Medical InsuranceDeath in Service (DIS) coverIncome ProtectionEnhanced maternity leavePaid paternity leaveElectric car schemeCycle to work schemeHybrid working Skills and experience required:Previous experience in an administrative or client support role within the financial services is preferredWorking towards or holding an RQF Level 3 CISI ..... full job details .....