Junior associate Work, Jobs in Edinburgh, Sct (with Salaries)

Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Junior Technical Account & Product Delivery Associate
novoville —Edinburgh
- £26 - £30 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
4d
Data Services Actuary (Associate Consultant/Consultant)
Lane Clark & Peacock —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Annual leave
- Employee discount
Junior Salesforce Partner Manager
MaxAccelerate —Edinburgh
- Full-time
- Remote
- Salesforce
Quick apply
Associate Process Engineer - Water Treatment
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Mentoring
Software Engineer
ABACUS —Edinburgh
- Remote
- Computer Science
- Software troubleshooting
- Engineering
Quick apply
14d
Assistant Manager - Actuarial Life
KPMG —Edinburgh
- Full-time
- Remote
- Communication skills
- Flexible schedule
Audit Senior Associate
Saffery —Edinburgh
- Full-time
- Hybrid work
- Team management
- Accounting
- Organisational skills
- Profit sharing
- Annual leave
Senior Scientist / Associate Principal Scientist – Biophysics & Protein Science
Concept Life Sciences —Edinburgh
- Doctoral degree
- No degree
- Travel
- Free parking
Associate Director - Fire & Life Safety
AESG —Edinburgh
- Hybrid work
- Engineering
- Master's degree
- Business development
Associate or Senior Associate, Commercial Real Estate
Morton Fraser MacRoberts —Edinburgh
- Supervising experience
- Mentoring
- Communication skills
- Employee discount
WMR Team Lead - Back Shift
London Stock Exchange Group —Edinburgh
- Full-time
- Hybrid work
- Training & development
2d
Associate Civil Engineer - Water
AECOM —Edinburgh
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Bachelor's degree
Junior Sous Chef - Sheraton Grand Hotel & Spa Edinburgh
Marriott International, Inc —Edinburgh
- Full-time
- Bar
- Management
- Cooking
- Referral programme
21h
Associate Landscape Architect
Stantec —Edinburgh
- Business development
- Mentoring
- Leadership
- Annual leave
Associate Director Project Management
AtkinsRéalis —Edinburgh
- Full-time
- Hybrid work
- Business development
- Team management
- Mentoring
Associate Director, Civil Engineer - Water Infrastructure
AECOM —Edinburgh
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- Master's degree
Senior / Associate Project Manager - Real Estate
Turner & Townsend —Edinburgh
- Full-time
- Management
- Databases
- Business development
Quick apply
Surveyor/Associate/Associate Director – Land and Development
Rettie —Edinburgh
- Full-time
- Business development
- Analysis skills
- Mentoring
Quick apply
Associate Director - Deals - Corporate Finance
Cooper Parry —Edinburgh
- Full-time
- Business development
- Analysis skills
- Team management

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Junior Investment Associate

RGH‑Global Limited
Edinburgh

Apply Now

Job details

Permanent
£30,000 - £35,000 a year

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Client engagement
Stakeholder liaison
Mentoring junior staff
Process improvement
Microsoft Office Suite
Bloomberg
Presentation skills
Relationship management
Communication skills
Client onboarding compliance checks
Time management

Full job description

Location: Edinburgh (hybrid working available)

Salary: £30,000-£35,000

Junior Investment Associate – Client Dealing Department

Purpose of the Role

This role provides investment management support to Investment Managers and the wider portfolio team, helping to deliver strong client outcomes. Working efficiently within a compliance-led framework, acting honestly, fairly and professionally in the best interests of clients at all times.

Key Responsibilities

Work alongside an Investment Manager to support client relationships, delivering excellent service and adapting approach appropriately for clients in vulnerable circumstances
Draft client communications and meeting notes on behalf of the Investment Manager
Prepare portfolio information and performance data ahead of client meetings and presentations
Ensure client valuations and tax packs are accurate, complete, and issued in line with internal standards and regulatory requirements
Provide administrative support for ongoing monitoring of client portfolios, flagging any portfolios outside tolerance for the Investment Manager’s review and assisting with resulting actions
Support suitability review processes to help the Investment Manager deliver good client outcomes
Once certified, carry out research under the direction of the Investment Manager, in line with firm standards
Maintain accurate, up-to-date client records covering telephone, face-to-face and email contact
Support timely resolution of client queries or complaints, escalating to Compliance as needed
Gather client information required for CDD/KYC purposes to support account opening and stock transfers; assist with account opening and day-to-day portfolio administration
Support remedial actions arising from compliance monitoring or advice checks, within agreed timescales
Place trades on the firm’s dealing platform based on instructions received from Investment Managers, ensuring accurate execution and booking
Take and place non-complex execution-only client orders in line with documented procedures
Help build and grow client and intermediary relationships with professionalism and integrity; liaise with financial planners, intermediaries, product providers and IFAs as directed
Maintain and update the new business pipeline report and related systems
Prepare pitch documents and presentation materials for prospective clients, under the Investment Manager’s direction
Identify opportunities for internal referrals to other services within the wider group
Support the team in achieving targets through efficient servicing of new and existing clients
Carry out other duties reasonably requested by management

Additional Responsibilities

Work towards and maintain Fitness & Propriety standards required for Certification, including passing annual assessments
Proactively develop industry and market knowledge; complete and log relevant CPD
Identify and report potential process improvements, contributing to best-practice initiatives
Undertake ad hoc projects as directed by the Investment Manager or wider front office management
Support the development of junior colleagues within the investment management team
Support colleagues with client-facing workload while contributing to the investment process

Person Specification

Qualifications

CISI Level 3 (or equivalent) – desirable
Willingness to work towards CISI Level 4 Investment Advice Diploma (or equivalent) within an agreed timeframe – minimum requirement for Certification
Must be assessed as Fit & Proper under the Certification Regime

Systems & Process Knowledge

Proficient in Word, Excel and PowerPoint
Strong understanding of internal procedures and processes (training provided)
Working knowledge of a core wealth management dealing platform (training provided)
Exposure to market data/trading systems such as Bloomberg, Fidessa, Alpha or FactSet advantageous

Regulatory Awareness

Sound understanding of relevant regulatory and compliance requirements, escalating concerns promptly

Core Skills

Able to work unsupervised
Excellent client service skills
Strong communicator with good presentation skills
Highly organised with strong time management; able to work under pressure to deadlines
High accuracy and attention to detail
Strong interpersonal, team-working and influencing skills
Professional, flexible and proactive approach
Good understanding of appropriate boundaries around client contact

Apply Now

Refine Your Search

junior associate jobs in edinburgh, sct

Junior Investment Associate

Junior Technical Account & Product Delivery Associate

Data Services Actuary (Associate Consultant/Consultant)

Junior Salesforce Partner Manager

Associate Process Engineer - Water Treatment

Software Engineer

Assistant Manager - Actuarial Life

Audit Senior Associate

Senior Scientist / Associate Principal Scientist – Biophysics & Protein Science

Associate Director - Fire & Life Safety

Associate or Senior Associate, Commercial Real Estate

WMR Team Lead - Back Shift

Associate Civil Engineer - Water

Junior Sous Chef - Sheraton Grand Hotel & Spa Edinburgh

Associate Landscape Architect

Associate Director Project Management

Associate Director, Civil Engineer - Water Infrastructure

Senior / Associate Project Manager - Real Estate

Surveyor/Associate/Associate Director – Land and Development

Associate Director - Deals - Corporate Finance

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