Amber River Group have over 300 IFA's across the UK working from 15 regional Hubs in 30 locations and growing! We have a values driven approach to creating bespoke financial plans for people who need our expertise by helping them plan for a life well lived.
Overview
The role is offered as a fixed-term contract for a period of 12 months.
This role offers the opportunity to provide high-quality administrative and operational support to the Investment Director and wider Investment Team across Discretionary Fund Management (DFM) activities. The position plays an important part in accurate data management, timely reporting and the smooth delivery of investment processes, supporting the management of AREA Passive Plus, Blended Income MPS and AMPS portfolios. The focus is on administration, process coordination, and data integrity, rather than primary investment analysis or decision-making.
Duties
* Maintain and update investment spreadsheets, including FE risk scores, portfolio data and switching logs.
* Support the delivery of portfolio switches and rebalancing activity.
* Assist with back office system data reconciliation in partnership with Operations.
* Prepare Investment Committee packs and produce meeting minutes and action logs.
* Support the production of monthly bulletins and quarterly factsheets.
* Produce and maintain AUM reporting and MI outputs.
* Manage the investment mailbox and coordinate internal and external queries.
* Maintain document control, audit files and governance records.
Qualifications
* Working towards or holding a relevant Level 4 industry qualification, such as the CII Level 4 Diploma in Regulated Financial Planning.
* Previous experience within financial services.
* Highly reliable and trustworthy, with strong integrity and professionalism.
* Excellent communication, research and analytical skills.
* Confident using financial systems, software and reporting tools.Strong problem-solving skills and sound judgement.
* Self-motivated, resilient and committed to accuracy and high-quality output.
* A collaborative approach with the ability to build strong working relationships and networks.
* Excellent organisation and time management, with the flexibility to adapt to changing priorities.
* Committed to ongoing CPD in line with company and CII requirements.
We take as much pride in what our people do outside of Amber River as we do in what they achieve with us, the communities that we support and the lives we enrich, all contributing to a positive impact on our planet. We are big on supporting our local communities and every employee is given paid Community Engagement Leave to take part in local initiatives. We also support a Hub chosen charity each year raising vital funds for a charity chosen by you.
On successful completion of your probation period, we operate on a hybrid working arrangement with a minimum requirement of 3 days in the office.
If you meet the brief of what we are looking for, then we welcome your application and look forward to hearing from you.
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