Investment Management Assistant

Our client is currently seeking an experienced Investment Management Assistant to provide high-level support to their team of Investment Managers and contribute to the delivery of an exceptional client experience. This role is ideally suited to a financial services professional with a strong understanding of investment administration, client servicing, and regulatory requirements. This is a fantastic opportunity to work for a growing company, that rewards its employees with a competitive salary and excellent career prospects. Key Duties & Responsibilities: * Providing comprehensive support to Investment Managers in the day-to-day management of client portfolios * Building and maintaining strong relationships with clients, acting as a professional and responsive point of contact * Preparing portfolio reviews, valuation reports, investment meeting packs, and client correspondence * Processing and monitoring investment transactions, cash movements, withdrawals, subscriptions, and transfers * Supporting new client onboarding, account openings, anti-money laundering requirements, and ongoing due diligence processes * Assisting with the preparation of suitability reports, investment proposals, and client recommendations * Liaising with custodians, platforms, brokers, professional advisers, and other third-party providers * Maintaining accurate client records and ensuring all documentation complies with FCA regulations and internal policies * Monitoring outstanding actions and proactively following up to ensure timely completion * Supporting regulatory, compliance, and audit requirements as required Skills & Experience Required: * Minimum 3 years' experience within investment management, wealth management, private banking, financial planning, or a related financial services environment * Comprehensive understanding of investment products including equities, fixed income securities, collective investments, ISAs, pensions, and general investment accounts * Experience supporting high-net-worth and affluent clients * Strong knowledge of investment administration processes and client servicing standards * Strong organisational skills with the ability to manage competing priorities effectively * High level of accuracy and attention to detail * Confident communicator with excellent interpersonal skills