Investment Assistant (Permanent)

Senior Investment Management Administrator – Private Clients London (City) | Hybrid – 4 days in the office, 1 day from home | Salary: Competitive Our client is a well-established, partner-owned investment management firm based in the City of London, with a headcount of circa 35 staff and partners. They provide bespoke investment and wealth management services to private clients, combining the investment standards of a large institution with a close, relationship-led service mode The firm also runs a dedicated wealth planning offering, delivering retirement, tax-efficient and estate planning advice to its private client base. A great opportunity for an experienced private client investment administrator to join a growing team, providing high-quality administrative support to the Head of Wealth Planning and the wider team. Provide administrative support to the team, including diary management, arranging meetings, and responding to client and adviser correspondence. Maintain client records, plans, fees, tasks and activities on the firm's back-office platform. Analyse client and provider information, using research tools to support fund performance and illustration comparisons. Prepare client valuations and annual review packs. Support ad hoc projects and tasks across the team. 5+ years' administrative experience within investment management or wealth planning for private/HNW clients. ~ Proficient in Microsoft Office (Word, Excel, PowerPoint), and comfortable learning firm-specific platforms. ~