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- Tasks: Support Investment Managers with client onboarding, document management, and meeting coordination.
- Company: Join a top UK investment firm known for its client focus and inclusive culture.
- Benefits: Enjoy a competitive salary, flexible hybrid working, and a supportive team environment.
- Why this job: Be part of a values-driven company that promotes professional growth and positive change.
- Qualifications: 2 years in asset management, strong communication skills, and attention to detail required.
- Other info: Opportunity to explore various investment operations and build valuable client relationships.
The predicted salary is between 21600 - 30000 £ per year.
Job Description
Your new company \\n\\nThis is an exciting opportunity to join a well-established and highly regarded UK-based investment management firm. Known for its strong client relationships, commitment to responsible investing, and inclusive workplace culture, the firm is dedicated to delivering exceptional service while driving positive change. With a focus on sustainability and a collaborative working environment, this is a place where your contribution will be valued and your development supported.
\\n\\nYour new role \\n\\nAs a Portfolio Assistant, you'll provide vital administrative support to Investment and Portfolio Managers, ensuring the smooth delivery of client services. Your responsibilities will span from client onboarding, payment processing, document management, and coordination of review meetings. You'll also act as a key point of contact for clients and professional advisers, and step in to support senior team members when required.
\\nKey Responsibilities Include:\\n\\nManaging incoming post and client documentation\\nUsing internal systems (e.g., APX, AWD, Client Space) to process requests\\nResponding to client and introducer queries via phone and email\\nCoordinating meetings and supporting client onboarding\\nHandling transfers, payments, and account amendments\\nPreparing client review packs and assisting with reporting\\nUpdating KYC data and processing ISA/LISA/JISA subscriptions\\nBuilding strong relationships with clients and professional advisers\\nEnsuring compliance with FCA Conduct RulesWhat you'll need to succeed \\n\\nMinimum 2 years' experience in the asset or investment management industry\\nSolid understanding of investment products (ISAs, SIPPs, Trusts, etc.)\\nExcellent organisational skills and meticulous attention to detail\\nStrong communication skills and a proactive, solutions-focused mindset\\nAbility to manage complex information and work independently\\nConfidence using internal systems such as APX, AWD, and Client SpaceWhat you'll get in return \\n\\nCompetitive salary up to £30,000\\nFlexible hybrid working model (3 days in the office, 2 days from home)\\nOpportunity to work within a high-performing, supportive team\\nExposure to a broad range of investment operations\\nA values-led culture that champions inclusion, integrity, and professional growthWhat you need to do now \\n\\nIf you're interested in this role, click 'apply now' to submit your CV or get in touch for a confidential discussion.Not quite the right fit? We'd still love to hear from you-reach out to explore other opportunities that align with your career goals.\\n\\nHays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Client Administrator (Portfolio Assistant) FTC employer: Hays Social Care
Contact Detail:
Hays Social Care Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator (Portfolio Assistant) FTC
✨Tip Number 1
Familiarise yourself with the investment management industry, especially focusing on products like ISAs, SIPPs, and Trusts. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Highlight your organisational skills by preparing examples of how you've managed complex information or coordinated multiple tasks in previous roles. This will show that you're capable of handling the responsibilities of a Portfolio Assistant.
✨Tip Number 3
Practice your communication skills by engaging in mock conversations or role-plays. Being able to articulate your thoughts clearly will be crucial when responding to client queries and collaborating with team members.
✨Tip Number 4
Research the company’s values and culture, particularly their commitment to responsible investing and inclusivity. Tailoring your discussions around these themes during interviews can help you connect with the hiring team.
We think you need these skills to ace Client Administrator (Portfolio Assistant) FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the asset or investment management industry. Emphasise your organisational skills, attention to detail, and any familiarity with investment products like ISAs and SIPPs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your proactive mindset and how you can contribute to their commitment to responsible investing and client relationships.
Highlight Relevant Skills: In your application, clearly outline your strong communication skills and ability to manage complex information. Provide examples of how you've successfully supported teams or clients in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for the Client Administrator role.
How to prepare for a job interview at Hays Social Care
✨Know Your Investment Products
Make sure you have a solid understanding of investment products like ISAs, SIPPs, and Trusts. Being able to discuss these confidently will show your expertise and readiness for the role.
✨Demonstrate Organisational Skills
Prepare examples that showcase your excellent organisational skills and attention to detail. You might want to talk about how you've managed complex information or coordinated multiple tasks in previous roles.
✨Showcase Communication Skills
Be ready to demonstrate your strong communication skills. Think of instances where you've effectively responded to client queries or collaborated with team members, as this is crucial for the role.
✨Familiarise Yourself with Internal Systems
If possible, get acquainted with the internal systems mentioned in the job description, such as APX and Client Space. Showing that you're proactive in learning these tools can set you apart from other candidates.
