At a Glance
- Tasks: Support the Investment Director in managing client portfolios and ensuring compliance.
- Company: Join a personable financial advice practice with a billion in funds under management.
- Benefits: Enjoy social events, health programmes, and flexible working options.
- Other info: Great career growth opportunities and a collaborative team culture.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: Degree in Finance or Economics preferred; experience in financial services is a plus.
The predicted salary is between 30000 - 40000 £ per year.
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
Role Purpose
To provide dedicated support to the Investment Director in managing the Discretionary Fund Management (DFM). This role is essential for enhancing operational efficiency, ensuring compliance, and improving client service. The specialist will assist with portfolio management, client reporting, compliance, administrative duties, and specific tasks related to AREA Passive Plus, Blended Income MPS, and active and passive AMPS.
Key Accountabilities
- Portfolio Management Support
- Monitor and rebalance client portfolios
- Conduct research and analysis for investment decisions
- Prepare investment performance reports and presentations
- Client Reporting
- Generate and distribute regular client reports
- Ensure accuracy and timeliness of client communications
- Address client inquiries related to portfolio performance and strategy
- Compliance and Regulatory Support
- Ensure all investment activities comply with regulatory requirements
- Assist in the preparation and submission of compliance reports
- Stay updated on changes in regulations affecting the DFM
- Administrative Duties
- Maintain and update client records and investment documentation
- Coordinate meetings and communications between the Investment Director and clients
- Provide general administrative support to the Investment Director
- Operations and Governance
- Assist with operations, ongoing governance and documentation of AREA Passive Plus and Blended Income MPS (e.g. fund sign off sheets, updated switching spreadsheet, assistance with DFM audits, AMPS audits).
- FE Modelling
- Conduct FE modelling when switching AREA Passive Plus, Blended Income MPS and AMPS
- Receive training and become proficient in FE Analytics software
Knowledge, Skills and Competencies
- Desirable to have Bachelor's degree in Finance, Economics or a similarly related field
- Achievement of or working towards a Level 4 relevant industry qualification (e.g. CII L4 Diploma in Regulated Financial Planning)
- Previous experience of working within financial services
- Reliable and trustworthy, with a high level of integrity and professionalism
- Strong communication, research and analytical skills
- Proficient in the use of financial software and tools
- Strong problem-solving abilities
- Self-motivation, resilience and a clear focus on attention to detail and high-quality output
- Ability to work collaboratively with colleagues and build strong relationships and networks, with excellent interpersonal and communication skills
- Excellent organisational skills and able to adapt to changing priorities with strong time management skills and positive outlook
- Continual completion of annual CPD in accordance with company and CII requirements
Additional Accountabilities
- Investment Bulletin
- Assist with investment bulletin research and issuance each month
- Send written communications internally to ensure staff remain updated on DFM/GIP/AMPS
- Performance Reporting
- Prepare and distribute quarterly investment performance reports to all staff
- Fund Factsheets
- Assist with the production of fund factsheets
- GIP Switching
- Facilitate GIP switching via platforms
- Investment MI
- Ensure investment MI is accurate and up to date
- Platform Research
- Conduct platform related research
- Committee Membership
- Become an IC member of DIC, AIC and AREA IC (preparation of pre committee packs for distribution and subsequent discussion)
- Quarterly travel to the Claydon office as required
- Documentation and TEP Panel
- Assist with collating documentation centrally and keeping the TEP panel updated
- Investment Research
- Assist with investment research for AIC (including Multi Asset funds and buy list)
- Initiate written content for AMPS to issue quarterly updates to invested clients
- Blended Income MPS
- Conduct ongoing dip-testing to check yield and profile income payment frequency
Benefits
- Company social events
- Pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay
- Working from home (post probation)
Investment Support Specialist in Colchester employer: Service Service
As an Investment Support Specialist at this Independent Financial Advice Practice, you will join a dedicated team of over seventy professionals who prioritise client care and operational excellence. The company fosters a supportive work culture with ample opportunities for professional growth, including ongoing training and development, while offering a range of benefits such as enhanced parental leave, health programmes, and flexible working arrangements. Located on the northeast outskirts of East Anglia, this role provides a unique chance to contribute to a well-established firm that values both its employees and clients.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Support Specialist in Colchester
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Service Service, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Service Service.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Service Service.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Service Service, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Support Specialist in Colchester
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Service Service want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Service Service.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Service Service will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Service Service. Numbers speak louder than words!
How to prepare for a job interview at Service Service
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Service Service want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withService Service.
