Investment Assistant - Harrogate

☞ Hurst Point Group

View: 106

Update day: 30-05-2024

Location: Harrogate Yorkshire and the Humber

Category: Finance / Bank / Stock

Industry:

Loading ...

Job content

Looking to launch your career in Investment Management?

If you have a keen interest in the investment markets, and want to become part of a growing, award-winning company, then we want to hear from you.

Our friendly Harrogate Office are looking for an Investment Assistant to join their strongly knit, experienced team.

Initially youll focus on day-to-day portfolio management, but in time, youll build up your own client bank, with the full support of the Senior Investment Managers within the office.

What could your day look like?

Within this regulated role (and under the appropriate guidance), youll be supporting our Investment Managers with managing client portfolios, fostering strong relationships whilst maintaining an extremely high level of client care and service with clients and Introducers.

Youll assist with the regular monitoring of client portfolios, conducting transactions to maintain portfolios suitable to clients investment objectives. Youll action all communications and instructions promptly and efficiently.

Youll be participating and contributing to our investment process, keeping up to date with market & investment information. Youll maintain a working knowledge of relevant professional developments, ensuring that these are acted upon in the clients and the Companys interests.

Whats in it for you?

  • A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity
  • Youll gain experience within a friendly, expanding business from a knowledgeable team of senior investment managers
  • A varied and busy role working from our offices in the centre of Salisbury

What do you need to be successful?

  • A keen interest in investment markets, great communication and organisational skills, and meticulous attention to detail.
  • Ideally, the CISI Level 4 qualification. If youre not yet qualified, but have a demonstrable interest in investment management, wed love to hear from you.
  • Up to date knowledge of markets, asset-classes, and stocks/ funds, along with a desire to learn and a positive approach

This role is based in Harrogate city centre. We work 35 hours per week, Monday to Friday.

Who are Gore Browne Investment Management? What do we do?

We are part of Hurst Point Group which comprises of a number of different businesses with one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses. We are looking for talented people to join our teams, to help us achieve our common goals and build for the future.

We are committed to equality of opportunity for all, we care passionately about our staff, and are committed to promoting and protecting the physical and mental health of all our employees.

Loading ...
Loading ...

Deadline: 14-07-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...