My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.

My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.

I am currently looking to recruit an Investment Support Specialist to join their well-established office on the northeast outskirts.

Role Purpose

To provide dedicated support to the Investment Director in managing the Discretionary Fund Management (DFM).

This role is essential for enhancing operational efficiency, ensuring compliance, and improving client service.

The specialist will assist with portfolio management, client reporting, compliance, administrative duties, and specific tasks related to AREA Passive Plus, Blended Income MPS, and active and passive AMPS.

Key Accountabilities

Portfolio Management Supp...