Careers with Aisa
We are always seeking quality professional new members for our team. Below is a description of roles we are currently seeking to fill, and underneath there is a reply box with the ability for you to add your CV and send it to us.
|Job Title||Trainee Investment Secretary (F/T)|
|Indicative Salary||Up to £25,000 dependent on experience and qualifications|
|Qualifications||Regulatory exams are not essential, however candidates will be expected to obtain within 3 months of joining R01 or R02 which will enhance the candidate’s profile|
|Experience||Experience of working in Advisory Financial Services is preferred along with technical knowledge of platforms|
|Role Description and Skills Required||An ideal opportunity for a Trainee Investment Secretary looking for a career in the Financial Services Industry to work with a Chartered Firm of advisers in a trainee role on the investment committee.
You will have a crucial role in ensuring the quality of the firm’s award-winning processes are followed and to learn all aspects of portfolio management.
This role requires good verbal, written communication and organisation skills. It will suit someone who enjoys variety and new challenges. You will need to be numerate and able to manage data accurately, with good analytical and problem-solving skills.
The crucial qualities will be enthusiasm and dedication to the job as a fantastic gateway to a valuable and rewarding career.
Duties will include:
Portfolio performance comparison using FE Analytics, aggregating portfolio costs and charges, services-record keeping using our back office systems, attending and recording client meeting data, financial research, creating investment reports, monitoring of business on platforms, adhering to TCF requirements.
Contact us today using the form here if you are interested in joining Aisa.