Investment Managers Assistant

Charles Stanley; Plymouth; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading financial services firm is seeking an Administrative Support professional for their Plymouth branch. The role involves managing client-related administrative processes and providing superior support to Investment Managers. Candidates should be educated to degree level, possess strong communication and organizational skills, and be adept in Microsoft Office.

Qualifications

• Educated to degree level.
• Previous experience in administrative or financial services is desirable.

Responsibilities

• Provide comprehensive administrative support to the branch.
• Manage client-related processes and correspondence.
• Handle document management tasks and prepare documentation for client meetings.

Skills

Attention to detail

Communication

Organisational skills

Time management

Initiative

Flexibility

Education

Degree level education

Qualifications in Maths and English at Higher level

Tools

Microsoft Office

Job description

Job Purpose:

To provide comprehensive administrative support to the branch, ensuring the smooth and efficient handling of client-related processes and internal operations. This is a non-regulated position focused on delivering high-quality service and support to Investment Managers (IMs) and clients.

Key Responsibilities:

• Deliver a full range of administrative services to support the team’s daily operations.
• Manage incoming and outgoing DX and Royal Mail correspondence, ensuring timely processing and accurate record-keeping via relevant spreadsheets.
• Handle document management tasks including scanning, shredding, and photocopying.
• Prepare and print documentation required by IMs for client meetings.
• Assemble onboarding packs and documentation for prospective clients.
• Follow established onboarding procedures for new and upgraded clients, ensuring all necessary documentation is complete and accurate for IMs to conduct reviews.
• Maintain internal documentation for suitability reviews and coordinate timely distribution of KYC refresher requests to clients.
• Ensure client valuations are produced and dispatched within regulatory timeframes.
• Greet clients and visitors professionally, escort them to meeting rooms, and provide refreshments as needed.
• Uphold personal compliance with all regulatory requirements and actively promote a culture of compliance within the branch.

Qualifications & Experience:

• Educated to degree level, with qualifications in Maths and English at Higher level (or equivalent),
• Previous experience in a similar administrative or financial services environment is desirable but not essential.

Skills & Competencies:

• Exceptional attention to detail and a high degree of accuracy.
• Strong written and verbal communication skills.
• Excellent organisational and time management abilities.
• Proactive and able to use initiative to support the team effectively.
• Comfortable working under pressure and meeting tight deadlines without compromising quality.
• Flexible and adaptable, with a collaborative team-oriented mindset.
• Proficient in Microsoft Office, particularly Excel.

Charles Stanley / Raymond James is committed to being an equal opportunities employer. We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.