Investment Management Assistant

Our client is currently seeking an experienced Investment Management Assistant to provide high-level support to their team of Investment Managers and contribute to the delivery of an exceptional client experience. This role is ideally suited to a financial services professional with a strong understanding of investment administration, client servicing, and regulatory requirements.

This is a fantastic opportunity to work for a growing company, that rewards its employees with a competitive salary and excellent career prospects.

Key Duties & Responsibilities:

• Providing comprehensive support to Investment Managers in the day-to-day management of client portfolios
• Building and maintaining strong relationships with clients, acting as a professional and responsive point of contact
• Preparing portfolio reviews, valuation reports, investment meeting packs, and client correspondence
• Processing and monitoring investment transactions, cash movements, withdrawals, subscriptions, and transfers
• Supporting new client onboarding, account openings, anti-money laundering requirements, and ongoing due diligence processes
• Assisting with the preparation of suitability reports, investment proposals, and client recommendations
• Liaising with custodians, platforms, brokers, professional advisers, and other third-party providers
• Maintaining accurate client records and ensuring all documentation complies with FCA regulations and internal policies
• Monitoring outstanding actions and proactively following up to ensure timely completion
• Supporting regulatory, compliance, and audit requirements as required

Skills & Experience Required:

• Minimum 3 years’ experience within investment management, wealth management, private banking, financial planning, or a related financial services environment
• Comprehensive understanding of investment products including equities, fixed income securities, collective investments, ISAs, pensions, and general investment accounts
• Experience supporting high-net-worth and affluent clients
• Strong knowledge of investment administration processes and client servicing standards
• Strong organisational skills with the ability to manage competing priorities effectively
• High level of accuracy and attention to detail
• Confident communicator with excellent interpersonal skills