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Wealth Portfolio Associate - Client Service & Analytics

Job in Chesterfield, Derbyshire, WS14, England, UK
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in the United Kingdom is seeking a Portfolio Management Associate to join their team in Chesterfield. The role involves supporting Financial Advisors by handling asset allocations, preparing client reports, and assisting with research. Candidates should have over 2 years of relevant experience, a degree or professional certification, and must be proficient in financial products. This position offers the chance to work in a dynamic environment, contributing to exceptional client experiences.
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Position Requirements
10+ Years work experience
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