Are you ready to help shape the future of client portfolios while building a career in investment management?  I am looking for a driven and detail-oriented professional to support a leading Investment Management team in delivering exceptional client service within the Newcastle market.  As part of this role, you will be responsible for managing client portfolios and full lifecycle investment processes, while ensuring first class client engagement.  Additional duties will include;  

• Help ensure investment suitability through real-time client engagement
• Build strong client and intermediary relationships with a proactive approach
• Conduct research, prepare reports, and contribute to high-quality client proposals
• Strengthen the team’s tech and market knowledge, becoming a go-to resource
• Ensure compliance with internal policies and regulatory frameworks

  Applicants should be able to demonstrate strong communication and organisational skills, with a passion for investment management.  Ideally applicants should have gained investment administration experience and hold their CISI Level 4 qualification.  This is an excellent opportunity to join a team that values professionalism, collaboration, and continuous learning, where your expertise helps clients achieve their financial goals.  Apply Now  Is this job for you?  At Meraki, we love recruitment and love words. Is this you?Jennifer wants: Investment Management, Financial Planning, Level 4,  'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’