Investor Relations Assistant

Mason Blake; Greater London; On-site; GBP 30,000 - 42,000; Full time

Job summary

Mason Blake is seeking a proactive Retail Investor Relations professional to support investors and advisers, handling queries by phone and email, and assisting with communications, reports and portal activity.

The role involves collaborating with senior IR colleagues, driving process improvements, and supporting client retention initiatives within a fast-growing investment team.

Qualifications

• Strong written and verbal communication skills.
• Able to plan, prioritise and work effectively under pressure.
• Collaborative, proactive, and always looking to drive improvement.
• Minimum 2 years' experience in a client-facing or customer service role within Financial Services.
• Basic understanding of retail investment products.
• Knowledge of tax-efficient products (VCTs, EIS, BR) is beneficial but not required.

Responsibilities

• Respond to investor and adviser queries accurately and efficiently via phone and email.
• Support a newly implemented investor portal.
• Manage administrative processes end-to-end, including investor transfers and exits.
• Assist with periodic and ad-hoc investor/adviser communications, including valuations, reports, factsheets and dividend updates.
• Support the sales team and join client meetings to provide fund performance updates.
• Become a product specialist for one of the firm's tax-efficient investment products, leading related initiatives.
• Identify opportunities to improve service, reduce errors and increase efficiency.
• Gather and monitor investor feedback to shape service improvements.
• Help organise investor events and support client retention initiatives.

Skills

Communication skills

Prioritisation

Collaboration

Customer service experience

Financial services knowledge

Tax-efficient products knowledge

Job description

Our client is a growing investment business with a strong reputation across the retail investor market, known for its commitment to diversity, equity and inclusion and for building teams where people can genuinely progress.

The Role

Sitting within a Retail Investor Relations team, this role provides high-quality service and support to retail investors and their financial advisers. You'll manage incoming queries by phone and email within agreed service levels, handle a range of administrative tasks, and have the opportunity to work closely with senior IR colleagues to become a go-to specialist for one of the firm's products, leading initiatives to improve related processes and communications.

Key Responsibilities

• Respond to investor and adviser queries accurately and efficiently via phone and email
• Support a newly implemented investor portal
• Manage administrative processes end-to-end, including investor transfers and exits
• Assist with periodic and ad-hoc investor/adviser communications, including valuations, reports, factsheets and dividend updates
• Support the sales team and join client meetings to provide fund performance updates
• Become a product specialist for one of the firm's tax-efficient investment products, leading related initiatives
• Identify opportunities to improve service, reduce errors and increase efficiency
• Gather and monitor investor feedback to shape service improvements
• Help organise investor events and support client retention initiatives

About You

• Strong written and verbal communication skills
• Able to plan, prioritise and work effectively under pressure
• Collaborative, proactive, and always looking to drive improvement
• Minimum 2 years' experience in a client-facing or customer service role within Financial Services
• Basic understanding of retail investment products
• Knowledge of tax-efficient products (VCTs, EIS, BR) is beneficial but not required