Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support investment managers with admin tasks, client communication, and document preparation.
- Company: Join Charles Stanley, a leading investment management firm with a strong reputation.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and learning.
- Why this job: Gain hands-on experience in finance while building valuable relationships and skills.
- Qualifications: GCSEs in Maths and English required; A-Levels preferred; finance experience is a plus.
- Other info: Ideal for those looking to kickstart their career in investment management.
The predicted salary is between 28800 - 43200 £ per year.
This role involves a wide range of administrative and organisational functions, ensuring a strong relationship between investment manager and client.
Key Areas of Responsibility:
- Assisting in the provision of a full range of administrative services for the team.
- Processing the outgoing/incoming DX and Royal Mail.
- Answering the telephone and transferring calls/taking messages and recording telephone notes on client files.
- Completing dictation transcriptions.
- Scanning, shredding and photocopying documentation when required.
- Preparing and providing IMs with requisite documents for meetings.
- Preparing meeting refreshments, including meeting & greeting clients upon arrival.
- Ensuring valuations are produced and despatched to clients within regulatory timescales.
- Personal compliance with all regulatory issues and promotion of compliance culture throughout your department.
- Identifying ways to improve efficiencies.
- Assisting in all aspects of opening and maintaining client accounts, including obtaining AML documentation.
- Keeping client information up to date and assisting in the production of client suitability reports. This may involve communicating directly with clients and intermediaries.
- Following the progress of new investments coming into Charles Stanley, and following up any problems/issues which may arise.
- Liaising with the accounts department over cash movements and administering payments, including currency payments.
- Setting up, closing and managing client files, ensuring all information is up to date and accurate.
- Ensuring compliance regulations are adhered to.
- Following up on new client connections, ensuring that the necessary forms are completed and fully processed.
- Managing occasional special projects, such as collection of Know Your Client (KYC) information.
- Assisting with Probate valuations and sales.
- Subject to qualifications and relevant experience: Assisting with the preparation of client reports.
- Providing input in recommendations for switches.
- Implementing transactions (buys and sells), as well as CGT calculations and valuations history.
- XO dealing as instructed.
- Responding to corporate actions including notifying clients.
- Preparing documentation for potential new clients for IMs.
- Providing IMs with MI to support client suitability processing.
Qualifications & Experience:
- Educated to GCSE (or equivalent) level including Maths and English. A-Levels preferred.
- For IP1, whilst not essential, an industry recognised qualification such as an Investment Operations Certificate would be an advantage. For IP2 this is an essential requirement.
- Experience of working in a similar environment is preferable as is a general understanding of the stock market and investment operations.
Knowledge & Skills:
- Good communication skills, both written and verbal.
- Highly organised, and numerate.
- The ability to work under pressure whilst maintaining a high level of attention to detail and accuracy is essential.
- A high degree of initiative is expected in relation to problem solving and identifying and taking on tasks that need to be completed.
- A strong team player.
- The role involves supporting a number of Investment Managers and having the flexibility to adapt to their particular styles of working is key.
- An enthusiastic, 'can-do' attitude, combined with a personable manner.
Investment Managers Assistant employer: Charles Stanley & Co. Limited
Contact Detail:
Charles Stanley & Co. Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Managers Assistant
✨Tip Number 1
Familiarise yourself with the investment management industry. Understanding key concepts, terminology, and current market trends will help you engage in meaningful conversations during interviews and demonstrate your enthusiasm for the role.
✨Tip Number 2
Network with professionals in the investment sector. Attend industry events or join relevant online forums to connect with people who can provide insights into the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects in previous roles. This will highlight your ability to handle the diverse responsibilities of an Investment Manager's Assistant.
✨Tip Number 4
Research StudySmarter’s values and culture. Tailoring your approach to align with our mission and demonstrating how you can contribute to our team will make a strong impression during the interview process.
We think you need these skills to ace Investment Managers Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the Investment Manager's Assistant role. Emphasise your organisational skills, attention to detail, and any previous administrative experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the job description that excite you and explain how your background makes you a great fit for the position.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as communication, numeracy, and problem-solving abilities. Provide examples of how you've demonstrated these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Charles Stanley & Co. Limited
✨Showcase Your Organisational Skills
As an Investment Manager's Assistant, you'll need to demonstrate your ability to stay organised. Prepare examples of how you've managed multiple tasks or projects simultaneously in previous roles. Highlight any tools or methods you use to keep track of your responsibilities.
✨Communicate Clearly and Confidently
Good communication is key in this role. Practice articulating your thoughts clearly, both verbally and in writing. Be ready to discuss how you've effectively communicated with clients or team members in the past, especially in high-pressure situations.
✨Demonstrate Attention to Detail
Attention to detail is crucial for processing client information and ensuring compliance. Bring up specific instances where your attention to detail made a difference, such as catching an error before it became a problem or ensuring all documentation was accurate and complete.
✨Exhibit a 'Can-Do' Attitude
The job requires a positive and proactive approach. Be prepared to share examples of how you've tackled challenges with enthusiasm and initiative. Employers appreciate candidates who are willing to go the extra mile to support their team and clients.
