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 portfoliosBuilding and maintaining strong relationships with clients, acting as a professional and responsive point of contactPreparing portfolio reviews, valuation reports, investment meeting packs, and client correspondenceProcessing and monitoring investment transactions, cash movements, withdrawals, subscriptions, and transfersSupporting new client onboarding, account openings, anti-money laundering requirements, and ongoing due diligence processesAssisting with the preparation of suitability reports, investment proposals, and client recommendationsLiaising with custodians, platforms, brokers, professional advisers, and other third-party providersMaintaining accurate client records and ensuring all documentation complies with FCA regulations and internal policiesMonitoring outstanding actions and proactively following up to ..... full job details .....