Junior Investment Analyst

Job Type:
Job Sector:
Banking, Finance
South West
Salary Description:
Up to £22,000 per annum
Job Ref:

Job Description: Process of client’s instructions maintaining confidentiality and demonstrating discretion with clients and business introducers. Answer technical queries on investments. Build good relationships with clients and business introducers. Investigate, research and monitor investments held within the asset register in order to identify areas and instances of risk. Develop and continually improve processes and monitoring activity of investments and investment counterparties. The complete and accurate record keeping of all activity. Where relevant and appropriate, inform internal departments, clients and financial intermediaries of specific matters or issues affecting their schemes and investments, especially actual or potential problems. Ensure that client deadlines, all internally agreed key performance indicators, service standards and regulatory reporting requirements are met. Proactively identify risk within the department and escalates concerns to Team Manager About the Company: Our client is a leading provider of self-invested pension products in the UK. They currently manage £12bn AUM and aim to deliver the best SIPP and SSAS products in the market, from the simple and straightforward to the more complex and bespoke. Key Skills/Experience Required: The ideal candidate will have a knowledge of pensions and previous experience working within financial services. Salary/Benefits Information: Up to £22,000 Contact: Karen Cummins Quoting Reference KC/22633 Candidate Care: By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application. If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.

Contact Details:
Tel: not in use
Contact: Kris Clare

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