Investment Portfolio Specialist

1 week ago


Nottingham, Nottingham, United Kingdom Express Recruitment Full time
About the Role

As an Investment Portfolio Specialist, you will be responsible for preparing product information packs, reports, and client presentations that drive asset gathering efforts. You will also assist with event management and data capture for sales campaigns, working closely with the wider sales team to achieve targets.

To succeed in this role, you should have a strong analytical mindset, excellent communication skills, and the ability to work effectively in a hybrid environment. A professional services background is highly desirable, and experience in the financial services sector is preferable.

The salary for this position is up to £30,000 per year, with an annual bonus scheme of up to £10,000 and 25 days' annual leave, as well as access to company-sponsored training and development opportunities.



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