Your new company
This is an exciting opportunity to join a well-established and highly regarded UK-based investment management firm. Known for its strong client relationships, commitment to responsible investing, and inclusive workplace culture, the firm is dedicated to delivering exceptional service while driving positive change. With a focus on sustainability and a collaborative working environment, this is a place where your contribution will be valued and your development supported.
Your new role
As a Portfolio Assistant, you'll provide vital administrative support to Investment and Portfolio Managers, ensuring the smooth delivery of client services. Your responsibilities will span from client onboarding, payment processing, document management, and coordination of review meetings. You'll also act as a key point of contact for clients and professional advisers, and step in to support senior team members when required.
Key Responsibilities Include:
Managing incoming post and client documentation
Using internal systems (e.g., APX, AWD, Client Space) to process requests
Responding to client and introducer queries via phone and email
Coordinating meetings and supporting client onboarding
Handling transfers, payments, and account amendments
Preparing client review packs and assisting with reporting
Updating KYC data and processing ISA/LISA/JISA subscriptions
Building strong relationships with clients and professional advisers
Ensuring compliance with FCA Conduct RulesWhat you'll need to succeed
Minimum 2 years' experience in the asset or investment management industry
Solid understanding of investment products (ISAs, SIPPs, Trusts, etc.)
Excellent organisational skills and meticulous attention to detail
Strong communication skills and a proactive, solutions-focused mindset
Ability to manage complex information and work independently
Confidence using internal systems such as APX, AWD, and Client SpaceWhat you'll get in return
Competitive salary up to £30,000
Flexible hybrid working model (3 days in the office, 2 days from home)
Opportunity to work within a high-performing, supportive team
Exposure to a broad range of investment operations
A values-led culture that champions inclusion, integrity, and professional growthWhat you need to do now
If you're interested in this role, click 'apply now' to submit your CV or get in touch for a confidential discussion.Not quite the right fit? We'd still love to hear from you-reach out to explore other opportunities that align with your career goals.
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