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You will have a strong academic background, a high level of interest in investments and markets and no less than 2 years relevant experience. This is an excellent opportunity to leverage your experience into a firm with such a strong culture and little turnover.
Working personally with the Client Directors through collating portfolio and marketing information
Being a primary point of contact for Sales providing full administrative support
Contribute to the development of close working relationship with the platforms and providers
Support in the production of compliant client communication
Developing analysis on competitors, prospect and marketing analysis
Providing ad hoc support to the wider team
Degree level education (2:1 or above)
IMC or CFA level 1
Strong working knowledge of Microsoft office
Passion for sustainable investing
High level of attention to detail
Strong interpersonal skills both face-to-face and on the telephone
An enthusiastic team player
Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.