Our client is currently seeking an experienced Investment Management Assistant to provide high-level support to their team of Investment Managers and contribute to the delivery of an exceptional client experience. This role is ideally suited to a financial services professional with a strong understanding of investment administration, client servicing, and regulatory requirements. This is a fantastic opportunity to work for a growing company, that rewards its employees with a competitive salary and excellent career prospects. Key Duties Responsibilities: Providing comprehensive support to Investment Managers in the day-to-day management of client portfolios Building and maintaining strong relationships with clients, acting as a professional and responsive point of contact Preparing portfolio reviews, valuation reports, investment meeting packs, and client correspondence Processing and monitoring investment transactions, cash movements, withdrawals, subscriptions, and transfers Supporting new client onboarding, account openings, anti-money laundering requirements, and ongoing due diligence processes Assisting with the preparation of suitability reports, investment proposals, and client recommendations Liaising with custodians, platforms, brokers, professional advisers, and other third-party providers Maintaining accurate client records and ensuring all documentation complies with FCA regulations and internal policies Monitoring outstanding actions and proactively following up to ensure timely completion Supporting regulatory, compliance, and audit requirements as required Skills Experience Required: Minimum 3 years' experience within investment management, wealth management, private banking, financial planning, or a related financial services environment Comprehensive understanding of investment products including equities, fixed income securities, collective investments, ISAs, pensions, and general investment accounts Experience supporting high-net-worth and affluent clients Strong knowledge of investment administration processes and client servicing standards Strong organisational skills with the ability to manage competing priorities effectively High level of accuracy and attention to detail Confident communicator with excellent interpersonal skills
