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

• 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

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