Portfolio Management Assistant

RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.

We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning. With over 30 offices across the UK and Ireland this enables us to combine the best of local understanding with national scale and perspective.

About this opportunity:

We are looking for a Portfolio Management Assistant to join our successful Edinburgh team on a permanent basis. This role provides you with the opportunity to work alongside industry leading professionals, gaining in depth experience and excellent development, all whilst studying for your professional qualifications.

You can expect to be involved in client and investment workshops and you will also enrol in the CISI Level 4 Investment Advice Diploma (IAD), which will start your journey to becoming qualified. You will also gain additional skills through a variety of training programmes delivered by our fantastic Learning and Development team. The combination of work experience and outstanding learning and development opportunities available will equip you with a well-rounded skill set, that will enable you to build your career in Portfolio Management.

We'd love to hear from you if you’d like to advance your career with a company that will stretch and challenge you while giving the skills and experience you need to succeed.

Responsibilities Include:

• Support Portfolio Manager(s) and Investment Manager(s) in production of portfolio proposals, reviews and associated client administration
• Executes trades on instruction from CP Portfolio Manager or Investment Manager, where appropriate
• Assists in preparation of existing client reviews and new client meetings
• In time, act as an information giver – providing clients with information, not advice
• Due diligence on third-party managed funds through note taking, research and questions.

What you will bring:

• We don't require prior experience, but we are searching for dedicated individuals who are serious about starting a career in Wealth Management, coupled with an interest in financial markets and assets classes.
• RBC Brewin Dolphin has a collaborative culture, and you will collaborate with multiple teams both inside and outside your office during the programme. As a result, we value teamworking abilities.
• We’re looking for people who pay attention to detail and maintain accuracy throughout their work.
• We’re looking for someone with Intermediate technical knowledge with excel/VBA who can work with large data sets.
• Whilst client interaction will be limited initially, we are looking for those who have the abilities to succeed as their careers advance. We value good communication and people skills and a desire to build long-term connections with clients.
• We need you to have good time management skills because this is a demanding and varied role where you will often be managing many priorities while also studying.
• Through on-the-job experiences, learning and development, and qualifications, this role provides you with a continual learning path. We're searching for people that enjoy learning new things, seek out ways to expand their knowledge, and invest time in their studies. While challenging at times, we are confident that each exam you pass, and every opportunity taken to learn will benefit you both personally and professionally.

RBC Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.

To apply for this role, please click the “Apply” button below. The closing date for applications is 28/04/2024. Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.

Job Types: Full-time, Permanent

Pay: £28,000.00-£30,000.00 per year

Benefits:

• Company pension
• Cycle to work scheme
• Employee discount
• Free or subsidised travel
• Health & wellbeing programme
• Life insurance
• Private medical insurance
• Profit sharing

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Edinburgh

Reference ID: 17632