Investment Management Assistant

Our client is currently seeking an experienced Investment Management Assistant to provide high-level support to their team of Investment Managers and contribute to the delivery of an exceptional client experience. This role is ideally suited to a financial services professional with a strong understanding of investment administration, client servicing, and regulatory requirements. This is a fantastic opportunity to work for a growing company, that rewards its employees with a competitive salary and excellent career prospects. Key Duties and Responsibilities: Providing comprehensive support to Investment Managers in the day-to-day management of client portfolios Building and maintaining strong relationships with clients, acting as a professional and responsive point of contact Preparing portfolio reviews, valuation reports, investment meeting packs, and client correspondence Processing and monitoring investment transactions, cash movements, withdrawals, subscriptions, and transfers Supporting new client onboarding, account openings, anti-money laundering requirements, and ongoing due diligence processes Assisting with the preparation of suitability reports, investment proposals, and client recommendations Liaising with custodians, platforms, brokers, professional advisers, and other third-party providers Maintaining accurate client records and ensuring all documentation complies with FCA regulations and internal policies Monitoring outstanding actions and proactively ..... full job details .....