Investment Managers Assistant

About the Role:
We are seeking a proactive and highly organised Investment Managers’ Assistant to join our dynamic and busy investment management team. This is a fantastic opportunity to support a group of experienced Investment Managers in delivering exceptional service to a diverse portfolio of discretionary and advisory clients.

This is a non-regulated, administrative role focused on supporting the day-to-day operations of the team, ensuring smooth client interactions and efficient portfolio administration.

Key Responsibilities:

• Provide comprehensive administrative support to the investment management team.
• Handle incoming and outgoing post, maintain office tidiness, and manage stationery supplies.
• Answer telephone calls, take messages, and record client interactions.
• Maintain key records and logs (e.g., Health & Safety, Financial Promotions, Complaints).
• Prepare documentation for client meetings and assist with meeting logistics.
• Liaise with internal departments such as Operations and Accounts.
• Ensure timely production and dispatch of client valuations.
• Maintain accurate and up-to-date client records and assist with suitability reports.
• Support the onboarding of new clients and manage KYC documentation.
• Identify opportunities to improve administrative processes and efficiencies.
• Ensure compliance with internal policies and regulatory requirements.

Qualifications & Experience:

• GCSEs (or equivalent) including Maths and English; A-levels preferred.
• An industry-recognised qualification (e.g., Investment Operations Certificate) is advantageous.
• Previous experience in a financial services or investment environment is desirable.
• A general understanding of the stock market and investment operations is beneficial.

Skills & Attributes:

• Excellent written and verbal communication skills.
• Highly organised, numerate, and detail-oriented.
• Ability to work under pressure and manage multiple tasks efficiently.
• Proactive problem-solver with a strong sense of initiative.
• A collaborative team player with a flexible and adaptable approach.
• Positive, enthusiastic attitude and a professional, personable manner.

Why Join Us?
You’ll be part of a supportive and professional team where your contributions are valued. This role offers a great opportunity to gain experience in the investment management industry and develop your administrative and client service skills in a respected firm.