Investor Relations Assistant

INVESTOR RELATIONS EXECUTIVE – LONDON

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Our client is a growing investment business with a strong reputation across the retail investor market, known for its commitment to diversity, equity and inclusion and for building teams where people can genuinely progress.

The Role

Sitting within a Retail Investor Relations team, this role provides high-quality service and support to retail investors and their financial advisers. You'll manage incoming queries by phone and email within agreed service levels, handle a range of administrative tasks, and have the opportunity to work closely with senior IR colleagues to become a go-to specialist for one of the firm's products, leading initiatives to improve related processes and communications.

Key Responsibilities

• Respond to investor and adviser queries accurately and efficiently via phone and email
• Support a newly implemented investor portal
• Manage administrative processes end-to-end, including investor transfers and exits
• Assist with periodic and ad-hoc investor/adviser communications, including valuations, reports, factsheets and dividend updates
• Support the sales team and join client meetings to provide fund performance updates
• Become a product specialist for one of the firm's tax-efficient investment products, leading related initiatives
• Identify opportunities to improve service, reduce errors and increase efficiency
• Gather and monitor investor feedback to shape service improvements
• Help organise investor events and support xwzovoh client retention initiatives

About You

• Strong written and verbal communication skills
• Able to plan, prioritise and work effectively under pressure
• Collaborative, proactive, and always looking to drive improvement
• Minimum 2 years' experience in a client-facing or customer service role within Financial Services
• Basic understanding of retail investment products
• Knowledge of tax-efficient products (VCTs, EIS, BR) is beneficial but not required