job / investment management assistant 4900

Investment Management Assistant - Edinburgh

Financial Services
Ref: 4900 Date Posted: Monday 20 Jan 2020
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Lusona Financial Services are keen to find an investment management assistant to join a prestigious investment management business in Edinburgh.  The business has a strong track record of training, developing and promoting members of the team and their office is centrally located with easy access to all main public transport links.

As an investment management assistant, you will work as part of a close-knit team where the investment managers see the assistants as an integral part of the firm.  You will be the main point of contact for your portfolio of clients, dealing with any queries, be responsible for relationship management and booking review meetings.  You will work with other departments within the business including compliance, legal and operations.  Managing all paperwork from both new and existing clients.

The organisation typically deals with HNW individuals, their families, charities, trusts and businesses across a broad range of issues from IHT planning (inheritance tax planning), CGT (capital gains tax), retirement planning and investment advice.

You will have exposure to investments and ideally have 2 years’ experience within an investment management firm.  An understanding of legal, compliance, custody relationships and pooled vehicles would be beneficial.  It is essential that you have excellent attention to detail, good listening and organisation skills.

A salary of up to £30K will be paid dependent on experience and qualification level.

For further details please contact Laura Randall 01698 535878 or through laurar@lusona.co.uk