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 a...