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Lead Associate- Investments - City, Leeds, United Kingdom, LS1


DC & DB Pensions Associate, Leeds, £40,000 to £50,000 with fantastic benefits and career progression including study support. A high calibre Investment Advisory team of a well-known financial services business is seeking an enthusiastic problem solver and effective communicator to join them as a Lead Associate within their busy investment services department. You will manage a portfolio of clients delivering DC & DB pension investment strategy advice, build relationships, analyse and monitor performance and assist in project related activities. Fantastic chance to play an integral role at an exciting time of growth for this reputable business. Full training provided alongside building and strengenthing your exisiting knowledge and expertise within this field and where necessary study support opportunities provided to secure a personal quaification.

  • Degree educated and actively studying towards a CFA or FIA Qualification
  • Techincally astute with knowledge of investments/advisory
  • Able to build and maintain strong client relationships
  • IT proficient including Excel in particular

Due to the high volume of applications we receive, only shortlisted applicants will be contacted in relation to this vacancy. We do however value your details and will retain them on file to enable our consultants to contact you should a suitable opportunity arise.

Byron Recruitment Limited trading as Byron Finance operates as an Employment Agency and an Employment Business. Byron Finance is committed to equal opportunity and diversity. Byron Finance is a member of the Recruitment and Employment Confederation (REC)