224 Investment Advisor jobs in the United Kingdom

• Identifying and evaluating potential investment properties across various market segments.
• Conducting comprehensive financial analysis, including ROI calculations, cash flow projections, and risk assessments.
• Preparing detailed investment proposals and presentations for clients and internal stakeholders.
• Negotiating purchase prices and terms with sellers and agents.
• Managing client portfolios and providing regular performance updates.
• Staying abreast of market trends, legislative changes, and economic factors influencing the property market.
• Collaborating with legal and financial professionals to ensure smooth transaction processes.
• Mentoring junior team members and contributing to team development.

Join Our Team as an Investment Management Portfolio Associate!

We are seeking an enthusiastic and motivated Portfolio Associate to join our client dynamic investment management team!

Start ASAP, pay 300-350 per day- (Umbrella), hours Monday-Friday 40 hours per week, hybrid working role three days a week in the office, duration until end of September 2026, location Canary Wharf.

What You'll Do:

As a Portfolio Associate, you will play a vital role in supporting our portfolio management team through various key responsibilities, including:

• Assisting with daily trading activities, FX processing, and administrative tasks.
• Acting as a liaison between Portfolio Managers and operations for clerical matters such as account management and trade queries.
• Monitoring cash and asset inflows/outflows, ensuring accurate data tracking.
• Addressing inquiries from the front office and resolving portfolio or operational issues.

What We're Looking For:

• Solid knowledge of financial markets and investment operations processes.
• Exceptional written and verbal communication skills.
• Strong analytical abilities and a keen technical insight.
• A highly motivated self-starter who thrives in a teamwork-oriented environment.
• Ability to work independently while contributing positively to the team.

If you're ready to make a significant impact in a fast-paced environment, we want to hear from you! Apply now and be part of our exciting journey in investment management!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Join Our Team as an Investment Management Portfolio Associate!

We are seeking an enthusiastic and motivated Portfolio Associate to join our client dynamic investment management team!

Start ASAP, pay 300-350 per day- (Umbrella), hours Monday-Friday 40 hours per week, hybrid working role three days a week in the office, duration until end of September 2026, location Canary Wharf.

What You'll Do:

As a Portfolio Associate, you will play a vital role in supporting our portfolio management team through various key responsibilities, including:

• Assisting with daily trading activities, FX processing, and administrative tasks.
• Acting as a liaison between Portfolio Managers and operations for clerical matters such as account management and trade queries.
• Monitoring cash and asset inflows/outflows, ensuring accurate data tracking.
• Addressing inquiries from the front office and resolving portfolio or operational issues.

What We're Looking For:

• Solid knowledge of financial markets and investment operations processes.
• Exceptional written and verbal communication skills.
• Strong analytical abilities and a keen technical insight.
• A highly motivated self-starter who thrives in a teamwork-oriented environment.
• Ability to work independently while contributing positively to the team.

If you're ready to make a significant impact in a fast-paced environment, we want to hear from you! Apply now and be part of our exciting journey in investment management!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

• Manage the day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll.
• Prepare and review monthly, quarterly, and annual financial statements in accordance with relevant accounting standards (e.g., IFRS, GAAP).
• Oversee the financial planning and analysis process, including budgeting, forecasting, and variance analysis.
• Ensure compliance with all regulatory requirements, including FCA regulations and tax laws.
• Develop and implement internal controls to safeguard company assets and ensure the accuracy of financial reporting.
• Manage relationships with external auditors, providing necessary documentation and support.
• Lead the financial integration of new business initiatives or acquisitions.
• Mentor and develop the accounting team, fostering a culture of high performance and continuous improvement.
• Provide insightful financial reporting and analysis to senior management to support strategic decision-making.
• Evaluate and enhance accounting systems and processes for efficiency and accuracy.
• Reconcile complex balance sheet accounts and ensure their accuracy.
• Assist with treasury functions, including cash management and investment oversight.

• Qualified Accountant (e.g., ACA, ACCA, CIMA, CPA) with a proven track record in financial control.
• Minimum of 6 years of relevant accounting experience, preferably within the financial services or investment management sector.
• In-depth knowledge of investment accounting principles, fund accounting, and financial instruments.
• Strong understanding of UK GAAP and IFRS.
• Experience with regulatory reporting for financial services firms.
• Proficiency in financial accounting software (e.g., SAP, Oracle) and advanced Excel skills.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong leadership and team management skills.
• Excellent communication and interpersonal skills, with the ability to liaise effectively with stakeholders at all levels.
• Experience with hybrid working models and effective remote collaboration tools.
• High level of integrity and attention to detail.
• Familiarity with tax compliance and reporting.

• Conduct in-depth financial analysis of potential investments, including market research, valuation, and risk assessment.
• Develop complex financial models to support investment decisions and scenario planning.
• Prepare detailed financial reports, presentations, and investment memorandums for senior management and investment committees.
• Monitor and analyze portfolio performance, identifying trends and areas for improvement.
• Collaborate remotely with portfolio managers, research analysts, and other stakeholders to provide financial insights.
• Assist in the development and execution of financial strategies and business plans.
• Perform due diligence on potential acquisitions and partnerships.
• Stay abreast of economic trends, market developments, and regulatory changes affecting the investment industry.
• Ensure the accuracy and integrity of financial data.
• Contribute to the continuous improvement of financial reporting and analytical processes.

• Conduct comprehensive research and analysis of global financial markets, economic trends, and investment opportunities.
• Evaluate various asset classes, including equities, fixed income, alternatives, and derivatives.
• Develop and maintain financial models to forecast market performance and assess investment risks.
• Provide strategic recommendations for portfolio construction and asset allocation to portfolio managers and advisors.
• Prepare detailed investment reports, presentations, and market commentaries for internal and external stakeholders.
• Monitor portfolio performance, identify deviations from strategy, and recommend corrective actions.
• Conduct due diligence on investment products and fund managers.
• Stay current with regulatory changes and industry best practices impacting wealth management.
• Collaborate with relationship managers to understand client needs and tailor investment solutions.
• Contribute to the firm's investment committee meetings and strategy discussions.

• Master's degree in Finance, Economics, or a related quantitative field.
• CFA charterholder or progress towards the charter is highly desirable.
• Minimum of 5 years of relevant experience in investment analysis, portfolio management, or wealth management.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• In-depth knowledge of diverse investment products and strategies.
• Strong understanding of macroeconomic principles and their impact on financial markets.
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv Eikon) and analytical software.
• Ability to work independently and as part of a collaborative team in a fast-paced environment.
• High level of attention to detail and commitment to accuracy.

About the Opportunity
We are partnering with a respected wealth management and financial planning firm to recruit a motivated graduate to join as a Trainee. This is an excellent opportunity to develop a career in wealth management, gaining exposure to financial planning, investment advice, and client relationship management.

The Role
As a Graduate Trainee, you will support advisers and planners in delivering tailored financial advice to clients. You will gain insight into investment management, pensions, retirement planning, and tax-efficient strategies, while working towards recognised industry qualifications.

Key Responsibilities

Supporting financial planners in preparing client reports and recommendations

Conducting research and analysis across investments, pensions, and protection products

Assisting with client meetings and maintaining accurate records

Learning compliance and regulatory requirements within wealth management

Building knowledge of financial markets and planning strategies

Candidate Profile

Graduate with a strong academic background (finance, economics, or related fields desirable, but all considered)

Strong numerical and analytical skills

Excellent communication and interpersonal ability

High attention to detail and organisational skills

Interest in pursuing a career in financial planning/wealth management

Motivated to work towards professional qualifications (e.g. Diploma in Regulated Financial Planning, Chartered status in the long term)

What’s on Offer

Competitive salary with clear progression path

Full professional study support (CII or equivalent)

Hands-on training and mentoring from experienced advisers

Exposure to a wide client base across financial planning and investment advice

Long-term career development opportunities in a growing firm