Investment Management Assistant — Client-Facing & Trades

Redmayne Bentley LLP; Liverpool; On-site; GBP 32,000 - 42,000; Full time

Job summary

Redmayne Bentley LLP in Liverpool is seeking an Investment Executive to support our Investment Managers through the client journey, from initial queries to portfolio construction and trade placement.

The role is highly client‑facing; you will communicate clearly, handle sensitive information with discretion, and maintain accuracy while coordinating daily tasks. Office presence is required five days a week, with no hybrid arrangement.

Qualifications

• At least 6 months’ work experience within UK Financial Services.
• Previous work experience within Investments or Wealth Management.
• Good understanding of Capital Gains Tax, corporate actions and operational procedures relating to investments.

Responsibilities

• Support Investment Managers throughout the client journey.
• Be one of the first points of contact for client queries.
• Assist with portfolio construction and placing trades.
• Handle post and incoming client queries; presence in the office five days a week; hybrid working will not be considered.

Skills

Communication skills

Adaptability

Analytical ability

Attention to detail

Discretion & confidentiality

Multitasking

Job description

Redmayne Bentley LLP in Liverpool is seeking an Investment Executive to support our Investment Managers through the client journey, from initial queries to portfolio construction and trade placement.

The role is highly client‑facing; you will communicate clearly, handle sensitive information with discretion, and maintain accuracy while coordinating daily tasks. Office presence is required five days a week, with no hybrid arrangement.