Investment Managers Assistant

We are seeking a highly organised and proactive Investment Managers' Assistant to join our dynamic and client-focused investment management team. This is a fantastic opportunity to support a small but busy group of investment managers who handle a diverse portfolio of discretionary and advisory clients.

This is a non-regulated, administrative role that plays a vital part in maintaining strong client relationships and ensuring the smooth operation of day-to-day investment activities.

• Provide comprehensive administrative support to investment managers.
• Manage incoming correspondence and complete dictation transcriptions.
• Assist with opening and maintaining client accounts, including AML documentation.
• Maintain accurate and up-to-date client records and assist in preparing suitability reports.
• Liaise with clients and intermediaries such as solicitors and accountants.
• Monitor and follow up on new investments and resolve any related issues.
• Coordinate with the accounts department on cash movements and payments.
• Ensure compliance with regulatory requirements.
• Support onboarding of new clients and manage KYC documentation.
• Handle occasional special projects and contribute to process improvements.

• 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.

• Excellent written and verbal communication skills.
• Strong organisational and numerical abilities.
• High attention to detail and accuracy under pressure.
• Proactive approach to problem-solving and task ownership.
• Flexible team player with the ability to adapt to different working styles.
• Positive, enthusiastic attitude with a professional and personable manner.

You’ll be part of a supportive and professional team where your contributions are valued. This role offers a great opportunity to develop your career in investment management within a respected and client-centric firm.