Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support experienced Investment Managers with administrative tasks and client interactions.
- Company: Join a dynamic investment management team focused on exceptional client service.
- Benefits: Gain valuable experience in finance, with opportunities for professional growth and development.
- Why this job: Perfect for those looking to kickstart their career in investment management while working in a supportive environment.
- Qualifications: GCSEs in Maths and English required; A-levels preferred, with some financial services experience beneficial.
- Other info: This is a non-regulated role ideal for proactive individuals eager to learn.
The predicted salary is between 28800 - 43200 £ per year.
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.
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 not only boost your confidence but also help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with people who can provide insights about the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock schedule or plan for managing multiple tasks. This could be a great talking point in interviews, showcasing your ability to handle the demands of the Investment Managers’ Assistant role.
✨Tip Number 4
Research our company culture and values at StudySmarter. Tailoring your approach to align with our ethos will show that you’re not just looking for any job, but that you genuinely want to be part of our team.
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 an Investment Managers' Assistant. Emphasise your organisational abilities, communication skills, and any previous experience in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your skills and experiences make you a great fit for supporting the investment management team.
Highlight Relevant Qualifications: If you have GCSEs, A-levels, or any industry-recognised qualifications, be sure to mention these clearly in your application. This will demonstrate your educational background and commitment to the field.
Showcase Your Soft Skills: In your application, highlight your soft skills such as being detail-oriented, a proactive problem-solver, and a collaborative team player. These attributes are crucial for the role and should be evident in your writing.
How to prepare for a job interview at Charles Stanley & Co. Limited
✨Show Your Organisational Skills
As an Investment Managers' Assistant, being organised is key. Prepare examples of how you've successfully managed multiple tasks or projects in the past. This will demonstrate your ability to handle the day-to-day operations efficiently.
✨Demonstrate Your Communication Skills
Excellent written and verbal communication is crucial for this role. Be ready to discuss how you've effectively communicated with clients or team members in previous positions. Consider preparing a brief example of a challenging communication scenario you navigated successfully.
✨Familiarise Yourself with Financial Terminology
Having a general understanding of the stock market and investment operations will set you apart. Brush up on relevant terminology and concepts before the interview, so you can confidently engage in discussions about the industry.
✨Highlight Your Problem-Solving Abilities
This role requires a proactive problem-solver. Think of instances where you've identified inefficiencies or improved processes in your previous roles. Sharing these experiences will showcase your initiative and ability to contribute positively to the team.
