5-SPWAssoc/SD
Senior Associate - Private Wealth
FTC (18 months) starting ASAP
Financial Services
Central London
Hybrid Working - 2 days WFH
Permanent
Competitive Salary + 18-month completion bonus


Completion of the CFA Level II or Level 7 CISI is an essential requirement for this role. Unfortunately, candidates without this requirement will not be considered.
About the Client:
A prestigious and highly regarded client in the finance industry (investments) with beautiful offices in the heart of London! The team are approximately 250 in London, with additional global offices. The business has excellent retention of staff, with personal and professional development highly encouraged and supported!
About the Senior Associate Role:
This is a Senior Associate position, which will involve working as part of a close-knit investment team to provide investment support to Investment Directors and their clients. Responsibilities will include (but are limited to):
*Handling investment-specific enquiries from clients and discussing performance of portfolios
*Research on and on behalf of clients
*Preparation of materials and documents for client meetings
*Due diligence and requests on clients
*Assistance with quarterly client reporting
*Supporting with investments – research, monitoring Bloomberg and undertaking data analysis
*Ad-hoc support to Investment Directors as requested.
Candidate Specification:
*Completion of the CFA Level II or Level 7 CISI
*Highly service-oriented approach, including clear and concise communication with clients
*Team-playing and collaborative nature.
Additional Information:
*Salary is competitive and dependent on experience and the business offer excellent additional benefits, including an 18-month completion bonus
*Hours are 9am – 5:30pm, with flexibility required for out-of-hours work where necessary
*The business offer a hybrid working model of 1-2 days from home.


If you are an experienced finance professional looking for the next step in their career, please apply today!