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Investment Management Assistant

Job Posted: 3 hours ago

Salary: £ Competitive
Job Type: Permanent
Location: Ipswich, Suffolk

Expire in: a month

Job Description

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

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Investment Management Assistant job near me in Ipswich, Suffolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!