Investment Management Associate

4 days ago


Bournemouth, Bournemouth, United Kingdom CV-Library Full time

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:

  1. Preparation of investment plans and recommendations
  2. Assistance with client meetings and product provider interactions
  3. 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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