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Closing Date
05/08/2022 23:59
05 May 2022

Investment Executive - Locksbottom

Are you wanting to develop a career in Investment management or maybe you are wanting a new challenge? If so, then we have the role for you.

A fantastic Investment Executive opportunity has arisen at our Locksbottom Office, located just south east of London, between Bromley and Orpington.

Supporting our Investment Managers, you will carry out the collation of research for investment ideas and/or written articles. You will also handle the production and distribution of corporate actions letters for the Investment Managers as well as assisting with general client enquiries, ad-hoc requests. There is also, the opportunity to pitch documents on presentations for existing and potential clients and calculate, collate and process trades on behalf of Investment Managers.

We are looking for someone with Microsoft office skills, who can work accurately and build relationships with our clients to deliver an excellent service. You will be able to demonstrate proven time management skills and the ability to work well within a team.

With our employee packages including an attractive salary, 33 days holiday per annum, bonus schemes, award-winning Wellbeing programme; 4 x life cover, private medical cover, an employee assistance programme, pension as well as other perks. Our new hybrid working model across all our office network means our employees benefit from a better work-life balance, working from the comfort of their own home too.

So, if you have a keen eye for detail along with excellent written and verbal communication skills, hold or are working towards achieving a Level 4 Investment Advice Diploma in Securities and/or level 7, to achieve the chartered wealth management qualification – then get in touch!

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