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Wealth Investment Advisory : Portfolio Insights

Job in Greater London, London, Greater London, EC1A, England, UK
Listing for: Barclays UK
Full Time position
Listed on 2026-01-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Wealth Investment Advisory Support: Portfolio Insights
Location: Greater London

A leading financial services firm in Greater London seeks an Investment Advisory Support to assist Advisors in preparing client meetings and developing tailored investment portfolios. This role involves understanding financial markets, supporting the creation of diverse investment strategies, and ensuring clients receive advice tailored to their unique goals. Ideal candidates will have experience in client-facing financial services and a genuine interest in investments.

This pivotal position offers continuous learning opportunities in a collaborative environment.
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