Investment Associate

Job Title: Investment Associate Industry: Financial Services Location: Edinburgh Salary: Up to £35,000 DOE Reference Number: 10481 Recruit UK is working with a well-respected Wealth Management firm in Edinburgh, offering an excellent opportunity for an experienced Investment Associate to join their growing team. As an Investment Associate you will play a key role in supporting Investment Managers in delivering exceptional client service by preparing portfolio reviews, performance reports, investment presentations, client communications, and meeting documentation. Responsibilities: • Assist with portfolio management and operations, including trade execution, portfolio monitoring, account administration, KYC/CDD processes, and ensuring compliance with regulatory and internal standards • Build and maintain client and intermediary relationships, preparing proposals for prospective clients, conducting investment research, and supporting new business opportunities What’s in it for you: • Competitive salary up to £35,000 (depending on experience) • 25 days’ annual leave, increasing with length of service • Auto-enrolment pension • Share Incentive Plan • Private Medical Insurance • Death in Service (DIS) cover • Income Protection • Enhanced maternity leave • Paid paternity leave • Electric car scheme • Cycle to work scheme • Hybrid working Skills and experience required: • Previous experience in an administrative or client support role within the financial services is preferred • Working towards or holding an RQF Level 3 CISI qualification is highly advantageous • A commitment to achieving the RQF Level 4 CISI Investment Advice Diploma • Strong proficiency in Word, Excel, and PowerPoint is required Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you • Start every journey with a conversation to find out about you in depth. • Provide honest feedback on where you fit in the jobs market. • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. • Take a holistic mindfulness approach – career happiness is rarely just about the money. • Cover the whole of the UK with a local touch through our regional teams. • Never pester you.