Investment Management Associate

2 weeks ago


Falkirk, Falkirk, United Kingdom Austin Fraser Full time

Austin Fraser is currently seeking a skilled Investment Management Associate to join our team and provide technical research and report writing support to our Financial Planners.

About the Role:

This is a key position that requires strong knowledge of financial planning processes, products, and platforms. As an Investment Management Associate, you will work closely with our Financial Planners to analyse client goals, identify financial planning opportunities, and develop advice solutions.

  • Maintain accurate client data and KYC information
  • Analyse client goals to identify financial planning opportunities
  • Research and recommend suitable advice solutions
  • Write clear and compelling suitability reports
  • Ensure all work is approved and adheres to our governance process
Key Benefits:
  • A competitive salary of £45,000 - £60,000 per annum + discretionary bonus
  • Hybrid & flexible working policy
  • 24 days holiday – additional day for each year up to 27 days
  • Opportunities for professional development and growth
  • Excellent pension and benefits package

If you are passionate about providing exceptional client service and have a strong background in financial planning, we encourage you to apply for this exciting opportunity.



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