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