Investor Relations Assistant

INVESTOR RELATIONS EXECUTIVE – LONDON Our client is a growing investment business with a strong reputation across the retail investor market, known for its commitment to diversity, equity and inclusion and for building teams where people can genuinely progress. The Role Sitting within a Retail Investor Relations team, this role provides high-quality service and support to retail investors and their financial advisers. You'll manage incoming queries by phone and email within agreed service levels, handle a range of administrative tasks, and have the opportunity to work closely with senior IR colleagues to become a go-to specialist for one of the firm's products, leading initiatives to improve related processes and communications. Key Responsibilities Respond to investor and adviser queries accurately and efficiently via phone and email Support a newly implemented investor portal Manage administrative processes end-to-end, including investor transfers and exits Assist with periodic and ad-hoc investor/adviser communications, including valuations, reports, factsheets and dividend updates Support the sales team and join client meetings to provide fund performance updates Become a product specialist for one of the firm's tax-efficient investment products, leading related initiatives Identify opportunities to improve service, reduce errors and increase efficiency Gather and monitor investor feedback to shape service improvements Help organise investor events and support client retention initiatives About You Strong written and verbal communication skills Able to plan, prioritise and work effectively under pressure Collaborative, proactive, and always looking to drive improvement Minimum 2 years' experience in a client-facing or customer service role within Financial Services Basic understanding of retail investment products Knowledge of tax-efficient products (VCTs, EIS, BR) is beneficial but not required