Investment Management Associate
4 days ago
Investment Management Associate Job Summary:
CV-Library is seeking an experienced Investment Management Associate to join our team in Bournemouth, Dorset. As a Paraplanner, you will provide technical support to our Financial Advisors and contribute to the growth and success of our organization.
Key Responsibilities:
- Preparation of investment plans and recommendations
- Assistance with client meetings and product provider interactions
- Maintenance of accurate records and data
Desirable Skills and Qualifications:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Knowledge of financial products and services
Salary and Benefits:
The successful candidate can expect a competitive annual salary of £35,000 - £45,000, depending on experience. We also offer hybrid working, flexible working hours, private medical insurance, yearly salary reviews, and exam support.
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