Investment Managers Assistant

Charles Stanley & Co.; Bournemouth; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading investment firm in the UK is looking for an Investment Managers' Assistant to support a team of managers. Responsibilities include providing administrative support, maintaining client records, and collaborating with departments. Essential qualifications include GCSEs in Maths and English, while A-Levels and experience in investment operations are preferred. This role offers opportunities for professional growth within the firm.

Qualifications

• GCSEs (or equivalent) including Maths and English are essential.
• A-Levels and industry-recognised qualifications are preferred.
• Previous experience in a similar role is advantageous.

Responsibilities

• Provide high-quality administrative support to the team.
• Liaise with Accounts to manage cash movements.
• Ensure compliance with relevant regulations.

Skills

Excellent written and verbal communication skills

Strong typing skills

Highly organised

Detail-oriented

Proactive problem-solver

Collaborative team player

Positive attitude

Education

GCSEs including Maths and English

A-Levels

Job description

Overview

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Job Description

Purpose of the Role

As an Investment Managers' Assistant, you'll play a vital role in supporting a dynamic team of three Investment Managers, one Investment Advisor, and two fellow IMAs. Your contribution will ensure the smooth running of day-to-day operations across a diverse portfolio of discretionary, advisory, and execution-only clients.

This is a non-regulated position focused on administrative excellence, client service, and operational coordination. You'll be instrumental in maintaining accurate client records, managing portfolio administration, and liaising with internal departments to resolve queries. Over time, we're open to supporting your professional development through relevant industry qualifications.

Key Responsibilities

• Provide high-quality administrative support to the team, identifying opportunities to improve efficiency.
• Collaborate across departments, sharing knowledge and supporting new team members through training.
• Assist in opening and maintaining client accounts, including AML documentation and financial information collection.
• Maintain up-to-date client records and support the production of suitability reports and investment reviews.
• Monitor the progress of new investments and proactively resolve any issues.
• Liaise with the Accounts department to manage cash movements and process payments.
• Set up, manage, and close client files, ensuring accuracy and compliance.
• Ensure adherence to all relevant compliance regulations.
• Support onboarding of new clients, ensuring all documentation is completed and processed.
• Organise and prepare for client meetings, including logistics and refreshments.
• Contribute to special projects such as client events and historical KYC data gathering.

Qualifications & Experience

Essential:

• GCSEs (or equivalent), including Maths and English.

Preferred:

• A-Levels.
• Industry-recognised qualifications (e.g. Investment Operations Certificate) are advantageous but not essential.
• Previous experience in a similar role or within investment operations.
• General understanding of the stock market and financial services.

Skills & Attributes

• Excellent written and verbal communication skills.
• Strong typing skills; ability to transcribe dictation is a plus.
• Highly organised, numerate, and detail-oriented.
• Able to work under pressure while maintaining accuracy.
• Proactive problem-solver with a high level of initiative.
• A collaborative team player with flexibility to adapt to different working styles.
• Capable of managing and prioritising your own workload independently.
• Positive, enthusiastic attitude with a personable manner and good sense of humour.