Junior Investment Assistant

Blackfinch Group; Elkstone; Hybrid; GBP 18,000 - 30,000; Full time

Job summary

Blackfinch Group is seeking a junior investment assistant to support daily implementation and maintenance of investment models across a range of products. You will handle model updates, fund switches, and daily dealing tasks to ensure high-quality service for clients.

The role focuses on platforms and non-platform dealing processes, with a path to independent daily dealing on behalf of clients, and a strong emphasis on accuracy and process discipline.

Qualifications

• Extremely accurate with strong attention to detail.
• Strong organisational and administrative skills.
• Ability to manage and prioritise a varied workload effectively.
• Strong written and verbal communication skills.
• Confidence working with numerical data.
• Ability to identify discrepancies and elevate issues appropriately.
• Strong computer literacy, especially Excel.
• Ability to work independently and as part of a team.
• Willingness to learn and continue professional development.

Responsibilities

• Implement approved investment decisions and fund switches across model portfolios on platforms.
• Complete drift model updates in line with approved instructions.
• Rebalance client models on investment platforms and perform post-dealing checks.
• Build new models on platforms using approved information.
• Maintain consistency of model information across platforms and systems.
• Maintain records of all model changes and completed activity.
• Update model information on FE Analytics and related systems.
• Support administration and ongoing maintenance of investment models and dealing policies.

Skills

Attention to detail

Organisational skills

Numerical ability

Excel proficiency

Independent worker

Team collaboration

Education

University degree

Tools

FE Analytics

Investment platforms

Model portfolios

Microsoft Excel

Job description

Location

Elkstone, Gloucestershire / Hybrid

Salary

up to £30,000 DOE

Application Deadline

Friday, October 2, 2026

Role Profile

As a junior investment assistant, you will support the day-to-day implementation and maintenance of investment models across a range of Blackfinch's products on platforms. You will be responsible for implementing approved investment decisions and fund switches, completing model rebalances, building models on investment platforms and maintaining accurate model information across relevant systems. You will also assist with the preparation and instruction of dealing across a number of non-platform products, along with reviewing any associated requirements and queries, to ensure a high level of service for our customers. The goal will be to drive innovation, efficiencies, and quality execution, with a view of performing daily dealing on behalf of clients independently.

Key Responsibilities

Platform

• Implement approved investment decisions and fund switches across investment models on platforms.
• Complete drift model updates in accordance with approved instructions.
• Rebalance client models on investment platforms including instruction and post dealing checks.
• Build new models on investment platforms using approved model information.
• Ensure model information is implemented consistently across all applicable platforms and systems.
• Maintain accurate records of all model changes and completed activity.
• Update model information on FE Analytics.
• Complete the ongoing administration and maintenance of investment models according to dealing policy across relevant platforms and third-party systems.
• Ensure that model holdings, weightings and associated information are accurately reflected across relevant systems.
• Prepare completed activity and supporting evidence for independent checking by the Senior Analyst or Dealing Manager.
• Monitor the progress of submitted instructions and identify any unsuccessful, delayed or incomplete activity, retrieve full audit trail of rebalances from the platforms.
• Liaise with internal teams and investment-platform contacts to resolve operational and dealing queries.
• Support the continued development and improvement of dealing and model-management spreadsheets and processes.

Non-Platrofm

• Assist with the administration and ongoing monitoring of all Dealing products where needed to review completed trades and client positions.
• Contribute to the maintenance of Dealing spreadsheets to minimise errors, anticipate issues, increase efficiency, and facilitate new offers.
• Complete tasks such as application checks and ongoing model reviews to help prepare for dealing.
• Complete ad-hoc reviews and projections as queries, new offers, or issues arise.
• Perform ongoing administration of AIM portfolios, company updates, and additional requirements as needed from the AIM team.

Undertake any other duties commensurate with the level and responsibilities of the role.

Skills & Experience

Essential Skills

• Extremely accurate, with strong attention to detail.
• Strong organisational and administrative skills.
• Ability to manage and prioritise a varied workload effectively.
• Ability to follow detailed processes and maintain appropriate records.
• Strong written and verbal communication skills.
• Confidence working with numerical data.
• Ability to identify discrepancies and elevate issues appropriately.
• Strong computer literacy, including knowledge of Microsoft Office applications, especially Excel.
• Ability to work effectively both independently and as part of a team.
• A strong and flexible work ethic.
• Self-motivated, dependable and willing to take ownership of assigned activities.
• An appetite for learning and continued professional development.
• Ability to understand end-to-end processes and the impact of individual activities on clients, advisers and the wider business

Desirable Experience

• Previous experience in an administration or operations role within financial services.
• Experience working with investment models or model portfolios.
• Knowledge of investment platforms and platform-based model management.
• Experience implementing investment decisions, fund switches or portfolio rebalances.
• Familiarity with FE Analytics or similar investment-data systems.
• An understanding of AIM, managed portfolio services and discretionary investment management.

Desirable Qualifications

• Holds, or is willing to work towards, a relevant financial-services or investment qualification.
• Holds a university degree.

We reserve the right to close the vacancy early, should we receive sufficient applications.

Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences. A copy of our Equal Opportunities Policy is available upon request.

About Us

Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin's birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early stage investing, managed portfolio services, property financing and renewable energy. We're proud to be entrusted with over £1bn in assets under management.