Investment Manager Assistant

  • Location
    Exeter, Devon
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
  • Salary
    £ 23500 - £ 26000 / Year
  • OrganizationType

Are you looking for an administration role where you can learn and grow in a financial setting? We're working with a client who is keen to give someone the opportunity to train and develop in return for providing the best support to their Investment Management team. Keep reading if you're looking to kickstart your financial administration career!

Job Title: Investment Manager Assistant

Location: Exeter

Hours: Monday-Friday, 37.5 hours per week, full time

Salary: £23,000-£26,000 DOE, plus discretionary bonus

Benefits: 27 days holiday plus Bank Holidays, 10% contributory pension, income protection, private healthcare scheme, gym membership offers, the ability to purchase additional holidays and much more!

The Company: We are proud to be working with a nationwide, award-winning, wealth management company originally founded over 200 years ago, who have adapted to change and continue to provide the best quality financial security to their clients and customers.

This company encourages its employees to make the most of their careers and supports them in continued learning and development.

The Role: The Investment Manager Assistant will work as part of the busy Investment Management department assisting the Investment Managers, in a team of 8 in the Exeter branch of this financial planning company. This is a non-regulated position, supporting the managers across a wide range of administrative and organisational tasks.

You will be confident in providing high standards of support assisting in the administration of client records and investment portfolios, handling client queries, and liaising with other departments across the business. You will be happy at juggling a variety of duties, often multitasking and excellent at prioritising your workload.

Day to day tasks include:

  • Providing a full range of administrative services for the team.

  • To assist with all aspects of opening and maintaining client accounts, including obtaining AML documentation.

  • Keeping client information up to date and assisting in the production of client suitability reports, communicating directly with clients, solicitors and accountants.

  • To follow the progress of new investments, and to follow up any problems/issues which may arise.

  • To liaise with the accounts department over cash movements, administer payments, including currency payments.

  • Setting up, closing and managing client files, ensuring all information is up to date and accurate.

  • Welcome clients and visitors to the office in a courteous manner, showing them into the allocated meeting room and offering and preparing refreshments.

  • Assisting Investment Manager's in the production and editing of investment reviews.

  • To manage occasional special projects

  • Processing the outgoing/in coming DX and Royal Mail.

  • Preparing documentation required for meetings, and for potential new clients

  • Setting up new clients or upgrading clients, checking the documentation and ensuring all relevant information is attached in order for IM to write review.

  • Ensuring valuations are produced and despatched to clients within regulatory timescales.

  • Subject to qualifications and relevant experience:

    • Assist with the preparation of client reports.

    • Provide input in recommendations for switches.

    • Implement transactions (buys and sells), as well as CGT calculations and valuations history.

    • XO dealing as instructed.

  • Review systems and processes as well as provide training to new team members.

About You

  • Educated to GCSE or equivalent level including Maths and English.

  • CISI Investment Operations Certificate.

  • Previous experience in a similar role is an advantage.

  • Experience of working in an Office environment is preferable.

  • Good communication skills, both written and verbal.

  • Highly organised, and numerate.

  • The ability to work under pressure whilst maintaining a high level of attention to detail and accuracy is essential.

  • A high degree of initiative is expected in relation to problem solving and identifying and taking on tasks that need to be completed.

  • A strong team player. The role involves supporting a number of Investment Managers and having the flexibility to adapt to their particular styles of working is key.

  • Good IT skills with a knowledge of Excel and Word.

  • An enthusiastic, 'can-do' attitude, combined with a personable manner and good sense of humour.

To Apply: If you would like to know more, please don't delay in calling us today on 01392 426200, email or apply online.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Harri Yeates