Investment Assistant

TipTopJob; Worcester; On-site; GBP 20,000 - 33,000; Full time

Benefits offered by this job

25 days annual leave

Pension 7.5% employer matching

Private medical insurance

Job summary

Hawk3 Recruitment is working with a leading UK wealth management firm to recruit an Investment Assistant for their Portfolio Management team based in Worcester. You will provide comprehensive administrative support to Investment Managers, helping to ensure client portfolios are managed efficiently and accurately.

Working closely with colleagues, you will prepare file notes, arrange client meetings and build strong client relationships while maintaining high professional standards.

Qualifications

• Experience in financial services or investment management.
• Commitment to outstanding client service.
• Excellent attention to detail.
• Strong written and verbal communication.
• Ability to prioritise workloads and work independently.
• Collaborative with good interpersonal skills.

Responsibilities

• Provide admin support to Investment Managers and Portfolio Management team.
• Prepare notes, correspondence, and client documents.
• Arrange client meetings and assist with prep.
• Maintain client relationships with accurate admin support.
• Open/close client investment accounts.
• Process stock transfers and client payments.
• Update client information in internal systems.
• Produce reports using Excel and portfolio systems.
• Assist with trades per instructions and procedures.
• Support investor presentations and team projects.
• Ensure FCA compliance and internal procedures.

Skills

Highly organised

Proactive

Client service

Communication skills

Independent working

Interpersonal skills

MS Word

MS Excel

PowerPoint

Education

RQF Level 3 CISI qualification

Tools

Avaloq

Job description

Location and Job Details

Location: Worcester
Job Type: Permanent
Salary: Up to A GBP 33,000 per annum + competitive benefits
Working Hours: Monday to Friday, 8:30am : 5:00pm
Investment Assistant : Worcester

Hawk3 Recruitment is working with a leading UK wealth management and investment firm to recruit an Investment Assistant for their Portfolio Management team based in Worcester.

Our client provides bespoke investment management and wealth planning services to private individuals, families, charities and businesses. They pride themselves on delivering exceptional client service, building long:term relationships and helping clients achieve their financial objectives through tailored investment solutions.

The Role

As an Investment Assistant, you will provide comprehensive administrative support to Investment Managers, helping to ensure client portfolios are managed efficiently and accurately. Working closely with colleagues across the Portfolio Management team, youll support a range of administrative, operational and client:focused activities while maintaining the highest levels of professionalism and attention to detail.

Key Responsibilities

• Provide administrative support to Investment Managers and the wider Portfolio Management team.
• Prepare file notes, correspondence and client documentation.
• Arrange client meetings and assist with meeting preparation.
• Build and maintain positive client relationships by delivering accurate and timely administrative support.
• Open and close client investment accounts.
• Process stock transfers and client payments.
• Maintain and update client information within internal systems.
• Produce reports using Excel and portfolio management systems.
• Support the execution and booking of trades in line with authorised instructions and company procedures.
• Process execution:only client orders for non:complex investment products where appropriate.
• Assist Investment Managers with client presentations, pitches and reviews.
• Support wider team projects and continuous improvement initiatives.
• Complete ad hoc administrative tasks as required.
• Maintain compliance with FCA regulations and internal procedures.
• Continually develop industry knowledge and participate in relevant training.

About You

Were looking for someone who is highly organised, proactive and enjoys working in a fast:paced professional environment.

Youll Ideally Have

• Previous administration experience within financial services, wealth management or investment management.
• A commitment to delivering outstanding client service.
• Excellent organisational skills with exceptional attention to detail.
• Strong written and verbal communication skills.
• The ability to prioritise workloads and work independently.
• A collaborative approach with excellent interpersonal skills.
• Good knowledge of Microsoft Word, Excel and PowerPoint.
• Experience using investment or wealth management systems such as Avaloq would be advantageous.
• An RQF Level 3 CISI qualification (or equivalent), or a willingness to study towards this.

Whats on Offer

This is more than just a job:its an opportunity to build a long term career with a leading wealth management business that genuinely invests in its people. Alongside a competitive salary of up to A GBP 33,000, youll benefit from an outstanding rewards package, including:

• 25 days annual leave, increasing with length of service.
• Generous company pension with up to 7.5 employer matching contributions.
• Private Medical Insurance from day one, covering you and your family.
• Medical