Investment Portfolio Coordinator

5 days ago


Metropolitan Borough of Solihull, United Kingdom CleverHR Full time

About the Role:

We are seeking a highly skilled Investment Research Assistant to join our team at CleverHR, a leading Chartered wealth management firm.

This exciting opportunity will see you working closely with our experienced advisors to deliver exceptional service to our clients.

As an Investment Research Assistant, you will play a key role in researching products to support recommendations and preparing, recording and monitoring client reviews.

Key Responsibilities:

  • Researching investment products and services
  • Preparing client reports and presentations
  • Analysing data and market trends
  • Developing your skills in financial services and investments
  • Maintaining accurate records and databases

Requirements:

  • A level of education equivalent to A Level standard
  • Previous experience in financial services is desirable
  • Strong technical knowledge and computer literacy
  • Able to work accurately and efficiently under pressure

What We Offer:

  • A competitive salary of approximately £25,000 - £35,000 per annum
  • The opportunity to work with a dynamic and supportive team
  • Ongoing training and development opportunities
  • A chance to work in a fast-paced and challenging environment


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