Investment Support Specialist

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an Investment Support Specialist to join their well-established office on the northeast outskirts. Role Purpose To provide dedicated support to the Investment Director in managing the Discretionary Fund Management (DFM). This role is essential for enhancing operational efficiency, ensuring compliance, and improving client service. The specialist will assist with portfolio management, client reporting, compliance, administrative duties, and specific tasks related to AREA Passive Plus, Blended Income MPS, and active and passive AMPS. Key Accountabilities Portfolio Management Support Monitor and rebalance client portfolios Conduct research and analysis for investment decisions Prepare investment performance reports and presentations Client Reporting Generate and distribute regular client reports Ensure accuracy and timeliness of client communications Address client inquiries related to portfolio performance and strategy Compliance and Regulatory Support Ensure all investment activities comply with regulatory requirements Assist in the preparation and submission of compliance reports Stay updated on changes in regulations affecting the DFM Administrative Duties Maintain and update client records and investment documentation Coordinate meetings and communications between the investment Director and clients Provide general administrative support to the investment Director Operations and Governance Assist with operations, ongoing governance and documentation of AREA Passive Plus and Blended Income MPS (e.g. fund sign off sheets, updated switching spreadsheet, assistance with DFM audits, AMPS audits). FE Modelling Conduct FE modelling when switching AREA Passive Plus, Blended Income MPS and AMPS Receive training and become proficient in FE Analytics software Knowledge Skills and Competencies Desirable to have Bachelor’s degree in Finance, Economics or a similarly related field Achievement of or working towards a Level 4 relevant industry qualification (e.g. CII L4 Diploma in Regulated Financial Planning). Previous experience of working within financial services Reliable and trustworthy, with a high level of integrity and professionalism Strong communication, research and analytical skills Proficient in the use of financial software and tools Strong problem-solving abilities Self-motivation, resilience and a clear focus on attention to detail and high-quality output Ability to work collaboratively with colleagues and build strong relationships and networks, with excellent interpersonal and communication skills Excellent organisational skills and able to adapt to changing priorities with strong time management skills and positive outlook Continual completion of annual CPD in accordance with company and CII requirements Key Accountabilities Investment Bulletin * Assist with investment bulletin research and issuance each month * Send written communications internally to ensure staff remain updated on DFM/GIP/AMPS Performance Reporting * Prepare and distribute quarterly investment performance reports to all staff Fund Factsheets * Assist with the production of fund factsheets GIP Switching * Facilitate GIP switching via platforms Investment MI * Ensure investment MI is accurate and up to date Platform Research * Conduct platform related research Committee Membership * Come an IC member of DIC, AIC and AREA IC (reparation of pre committee packs for distribution and subsequent discussion) * Quarterly travel to the Claydon office as required Documentation and TEP Panel * Assist with collating documentation centrally and keeping and TEP panel updated Investment Research * Assist with investment research for AIC (including Multi Asset funds and buy list) * Initiate written content for AMPS to issue quarterly updates to invested clients Blended income MPS * Conduct ongoing dip-testing to check yield and profile income payment frequency Benefits Company social events Pension Cycle to work scheme Employee discount Enhanced maternity leave Enhanced paternity leave Free parking Health & wellbeing programme Life insurance On-site parking Paid volunteer time Referral programme Sick pay Working from home (post probation)