Average Investment Associate salary in the UK

Do you want to work for one of the biggest leading global law firms? They have an opening for a first rate Investment Funds Lawyer to join their growing team based at their London office. About the Team The investment funds group advises on all aspects of investment funds and pooled investment. This is from the initial structuring of a vehicle, to the legal, regulatory and tax aspects of establishing a fund and then on an ongoing basis advising in relation to its operation and promotion.The group has a track record and expertise across a range of investment products, but is best known for its work on alternative investment funds. About the Role Work includes both onshore and offshore funds, and open and closed ended funds.The team regularly work on the establishment of funds in the UK, Luxembourg, the Cayman Islands and the Channel Islands, as well as other key jurisdictions such as the US, Ireland and (for African funds) Mauritius.They operate across asset classes, with a particular emphasis on real estate funds, infrastructure funds, renewable energy funds and private equity funds. In addition to real estate funds, the team is widely recognised for advising on high value real estate transactions and investment and development joint ventures. About You Experience gained within a top tier firm is preferred.It is essential that the candidate has a strong academic background (minimum 2.1 degree) with excellent written communication and drafting skills.The successful candidate will also have outstanding technical skills, together with the ability to build relationships with clients and colleagues and work well in a team.The ideal candidate will have between 4 to 6years post qualification experience (or equivalent experience) Key Responsibilities & Accountabilities Understanding of legal principles of own practice area, along with a working knowledge of other practice areasHas project management responsibility, ensuring timely delivery to high quality standardsStays aware of legal developments affecting any specialist areas and regularly attends appropriate training sessionsHas good working relationships with clientsHas a good understanding of client, the sector and the associated risks and opportunities.Acts as a source of advice to others, sharing knowledge and expertise If you are interested in this position, and you meet the requirements of the role, please click 'apply now' to forward an up-to-date copy of your resume, transcript and writing sample. Alternatively, if you would like to discuss this opportunity further, please contact Sebastian Cowley for a confidential discussion. Our advertisements use salary and experience as a guide only. Interlink Recruitment is an equal opportunities employer. *Please Note: Due to the high volume of applications we are currently receiving we are unable to contact applicants who have been unsuccessful

IDEX Consulting are working with a leading Wealth Management firm who are looking for an Investment Management Associate to join their busy team within their offices in central Leeds. The office is based in Wellington Place, a popular location with fantastic and new facilities whilst being a short walk from the train station and easy access for further public transport. The role will work closely with a long-standing Investment Management team with duties including: Produce investment proposalsProcess tradesOn-board new clients and oversee the administration of their accountsEnsure compliance with FCA requirements During recent years, the business has gone from strength to strength including national growth of headcount and assets under management, whilst maintaining a collective and collaborative working culture. The business offers hybrid working (typically 3 days office based) along with a variety of benefits to help support your personal and professional development. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

One of the UK’s leading Investment Managers is currently seeking to recruit an Investment Associate to join one of their established teams. The role would suit a graduate or a graduate with 1 year’s office experience seeking learn and develop within the IM sector. This role is responsible for the provision of investment management support to Investment Managers and the wider team to help to deliver good client outcomes. Work efficiently and effectively adhering to the Company’s processes within the compliance framework. At all times ensure full compliance with the regulatory and organisational procedures, act honestly, fairly, and professionally in accordance with the best interests of the Company’s clients. Key Responsibilities: Shadow the Investment Manager to support the development and maintenance of client relationships, providing excellent client service, following business standards, adapting your approach for clients in vulnerable circumstances.Assist the Investment Manager by drafting client communications and meeting notes.Prepare client portfolio information and performance data to support client meetings and presentations.Ensure that client valuations and tax packs are accurate and complete and issued to the client, in accordance with business standard and regulatory requirement.Assist the Investment Manager with the ongoing monitoring of client portfolios in line with company procedures and models. Support the Investment Manager with their ongoing review of tolerance reports, identifying any portfolios out of line and support the Investment Manager in completing the required actions.Support the Investment Manager with information to enable them to conduct their suitability reviews, in line with business standards, to enable them to deliver a good client outcome.Undertake research as required by the Investment Manager.Support the Investment Manager to ensure client records and files are kept up to date with telephone, face to face and email discussions with the client.Ensure client queries/complaints are resolved in a timely manner, escalating to the Compliance team where required.Assist the Investment Manager in ensuring that all relevant client information is obtained for CDD and KYC purposes to enable swift account opening and stock transfers. Assist with account opening process and day to day portfolio administration, as required.Following any Compliance monitoring and advice checks, support the Investment Manager to complete any remedial action within the prescribed timescales ensuring good client outcomes.Place trades in Avaloq based on received instructions from Investment Managers, ensuring they are executed and booked correctly.Take orders from clients in the Execution Only Service on non-complex instruments and place these in Avaloq based on received instructions from the client, ensuring they are executed and booked correctly, in accordance with documented procedures.Demonstrate the Fitness and Propriety requirements for the FCA Certification Function for the role to be able to pass the annual assessment and continue to be Certificated by the Company.Help the Investment Manager to build, maintain and continue to grow strong client and intermediary relationships with professional conduct and integrity. Liaise with Canaccord Wealth Financial Planners/intermediaries/product providers/IFAs at the direction of the Investment Manager about clients' investments and taxation issues.Help the Investment Manager to maintain and grow internal and external relationships to assist in business growth. Manage and update the new business pipeline report, updating systems and reports as required for the Investment Manager.Prepare pitch documents for prospective clients and with other presentations that the Investment Manager may make.Identify opportunities to make introductions to other services within the company or wider Group.Assist in achieving the team’s target through the efficient servicing of existing and new clients.Carry out any other relevant duties within the remit of the role and as reasonably directed by management. Qualifications and Skills: Graduate Level: Ideal for recent graduates seeking to commence a career in Investment Management.Team Player: Strong team player with solid interpersonal skills and an adaptable mindset.RQF (Regulated Qualification Framework) Level 3 CISI qualification (or appropriate equivalent) - DesirableCommitment to achieve a minimum of RQF Level 4 qualification - CISI Investment Advice Diploma or appropriate equivalent qualification within agreed timeframe.Has been assessed as Fit & Proper to execute their role under the Certification Regime. On Offer: Competitive Salary: Enjoy a salary of up to £35,000, commensurate with your skills and potential.Comprehensive Benefits: Receive healthcare, pension contributions, and additional benefits to support your well-being.Bi-annual Bonus: Earn a bonus for your contributions to team success.Hybrid Working: Benefit from flexibility in work arrangements to promote work-life balance. An excellent opportunity for a motivated graduate seeking to enter the world of Investment Management.