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Pratap Partnership Ltd
York
A prestigious boutique Wealth and Investment Management firm, located in the heart of Yorkshire, is looking to appoint an Assistant Investment Manager to join their growing team. You'll work closely with the Investment Manager, receiving excellent training and mentorship. This is an exciting opportunity for professional development, competitive com
Job Source: Pratap Partnership LtdPratap Partnership
York, City of York
A prestigious boutique Wealth and Investment Management firm, located in the heart of Yorkshire, is looking to appoint an Assistant Investment Manager to join their growing team. You'll work closely with the Investment Manager, receiving excellent training and mentorship. This is an exciting opportunity for professional development, competitive com
Job Source: Pratap PartnershipPratap Partnership Ltd
York
A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team. In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts. Joining as Client Services Manager offers an opportuni
Job Source: Pratap Partnership LtdPratap Partnership Ltd
York
A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team. In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts. Joining as Client Services Manager offers an opportuni
Job Source: Pratap Partnership LtdPRATAP PARTNERSHIP LTD
York
A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team. In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts. Joining as Client Services Manager offers an opportun
Job Source: PRATAP PARTNERSHIP LTDPratap Partnership
York, City of York
A prestigious boutique Wealth and Investment Management firm located in the heart of Yorkshire, are seeking to appoint a Client Servicing Lead to join their growing team. In this crucial role, you will ensure regular client contact and facilitate meetings with Advisers to review their accounts. Joining as Client Services Manager offers an opportuni
Job Source: Pratap PartnershipCB3 Associates Ltd
York
The Company: Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support team: Office Location: Central York Hybrid/Home Working: Yes - 4-days office, 1-day WFH Package: £27-30k base DOE + annua
Job Source: CB3 Associates LtdCB3 Associates Ltd
upper poppleton, england, United Kingdom
The Company: Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support team: Location: Central York Working: Yes – 4-days office, 1-day WFH Package: £27-30k base DOE + annual bonus & full co
Job Source: CB3 Associates LtdYork
A prestigious boutique Wealth and Investment Management firm, located in the heart of Yorkshire, is looking to appoint an Assistant Investment Manager to join their growing team. You'll work closely with the Investment Manager, receiving excellent training and mentorship. This is an exciting opportunity for professional development, competitive compensation, and to thrive in a dynamic and vibrant work environment.
Key Responsibilities:
Assist in managing client portfolios, including trades, transfers, and income management.
Support new business activities, including preparing presentations, attending pitches, researching prospects, and following up on leads.
Contribute to investment proposals.
Organise and compile client data and documentation.
Aid in preparing and conducting client meetings.
About You:
Genuine passion for investment.
Strong numerical and data skills.
Willingness to pursue professional qualifications.
Proficient in FE Analytics.
Excellent communication skills.
Ability to build and maintain strong stakeholder relationships.
Able to work from the head office near York or work remotely.
Email Alert for Assistant Investment Manager - Boutique Wealth Management Business jobs in York
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