UA-185291695-1 Investments Portfolio Assistant, Jobs, 132

Investments Portfolio Assistant

IFA Administrator - Cambridge, East England

Ref: 132Tuesday 21 September 2021


A Chartered Financial Planning Practice in Cambridge are currently expanding due to their continued success.


They are now seeking a Investments Portfolio Assistant to join their team. The successful candidate will work closely with the Head of Investments within the business providing a bespoke investment portfolio service to UHNW clients.




  • Salary £30,000 DOE
  • Annual Staff Bonus Scheme
  • 4 x DIS
  • Company Pension Scheme
  • Group Income Protection
  • Private Medical Insurance
  • Dental cover
  • Personal Training and Development Support


What is required?


  • CISI Investment Advice Diploma, or working towards this
  • Proven experience working within an Investments business