Investment Property Administrator

A highly respected and award-winning UK-based wealth management firm is seeking a Portfolio Assistant on a 6 month fixed term contract basis to join its dynamic and client-focused team. With a strong national presence and a reputation for excellence in investment performance and client service, the firm is committed to sustainability, responsible investing, and fostering an inclusive, high-performance culture.

The Portfolio Assistant will provide essential administrative support to Investment and Portfolio Managers, clients, and internal teams. This role is pivotal in ensuring smooth operational processes, timely client servicing, and maintaining high standards of compliance and professionalism.
Key Responsibilities

• Manage incoming post and digital documentation, ensuring accurate client file updates
• Use internal systems (e.g., APX, AWD, InvestBM, Client Space) to support investment operations
• Respond to client and introducer queries via phone and email
• Coordinate meetings and assist with onboarding new clients
• Process payments, transfers, subscriptions (ISA/LISA/JISA), and KYC updates
• Prepare review packs and assist with formal reporting
• Build strong relationships with clients, introducers, and internal stakeholders
• Provide cover for senior team members when required
• Ensure compliance with FCA Conduct Rules and internal policies

Essential Experience & Skills:

• 2+ years in the asset or wealth management industry
• Strong knowledge of investment account types (GIA, ISAs, SIPPs, Trusts, etc.)
• Excellent organisational and prioritisation skills
• High attention to detail and accuracy
• Strong communication skills - both written and verbal
• Proactive, solutions-oriented mindset
• Ability to manage complex information and multitask effectively
• Comfortable engaging with a wide range of stakeholders

Why Join?

• Be part of a purpose-driven firm with a commitment to sustainability and diversity
• Hybrid working model (3 days in-office, 2 days remote)
• Inclusive culture that values integrity, collaboration, and making a difference
• Career development opportunities and support for high performance

If all of the above sounds like the ideal job for you please email your CV over

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