Junior Investment Associate

Succession Wealth; Birmingham; Hybrid; GBP 25,000 - 35,000; Full time

Job description

Graduate applications welcome!

Birmingham office base - Hybrid working considered following the successful completion or probation period

Application deadline: Friday 18th April at 3pm

Excellent Benefits Package (see Below For Full Details)

We are Succession Wealth, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

This is a fantastic opportunity to join our Succession Advisory Services team as a Junior Investment Associate. If you are a technically minded individual who is passionate about investments at Succession Wealth, this could be the perfect role for you!

The successful candidate will receive support in their progression towards a level 4 Investment qualification and will be guided by the team to become a subject matter expert in Succession’s Investment Matrix and Model Portfolio Service.

On a day-to-day basis you can expect to be:

1. Supporting the upkeep of the Centralised Investment Proposition.
2. Providing administrative support related to investment governance.
3. Facilitating the delivery of the Centralised Investment Proposition by updating investment sections on SAS website and Workvivo.
4. Supporting the undertaking of investment due diligence to ensure the quality of investment solutions.
5. Assisting with investment research capability to support quality governance and enhancement of the centralised investment proposition.
6. Developing your understanding of Matrix propositions in order to take on tasks dedicated to specific investment managers.

To be successful in the role you will need:

1. High level of detail orientation.
2. Excellent communication and presentation skills.
3. Understanding of Global Markets.
4. An enthusiastic and proactive approach to work.
5. Flexibility and time management skill.

What You Can Expect From Us…
A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:

1. 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
2. Excellent company pension scheme with a generous employer contribution.
3. Agile and family friendly working arrangements to allow for a great work/life balance.
4. Company sick pay.
5. Enhanced maternity, paternity and adoption pay.
6. Up to 40% discount on Aviva Insurance & Investment products.
7. £450 towards the purchase of home office equipment.
8. Group Life Assurance Scheme: 8 x salary.
9. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
10. A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
11. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
12. Support with cost of professional exams /study days.
13. Charity Days.
14. Company Events.

Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes:

1. Employee Assistance Programme including access to a 24/7 support line.
2. Access to mental health first aiders.
3. Menopause support.
4. Parental and compassionate leave.
5. Wellbeing Library and Hub.
6. Aviva DigiCare and Workplace.
7. Bereavement Helpline.

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.