Investment Management Assistant
CV-LibraryIpswich, SuffolkpermanentPosted: 9 June 2026
Apply NowOur 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 & 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 following up to ensure timely completion
* Supporting regulatory, compliance, and audit requirements as required
Skills & Experience Required:
* Minimum 3 years' experience within investment management, wealth management, private banking, financial planning, or a related financial services environment
* Comprehensive understanding of investment products including equities, fixed income securities, collective investments, ISAs, pensions, and general investment accounts
* Experience supporting high-net-worth and affluent clients
* Strong knowledge of investment administration processes and client servicing standards
* Strong organisational skills with the ability to manage competing priorities effectively
* High level of accuracy and attention to detail
* Confident communicator with excellent interpersonal skills
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 & 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 following up to ensure timely completion
* Supporting regulatory, compliance, and audit requirements as required
Skills & Experience Required:
* Minimum 3 years' experience within investment management, wealth management, private banking, financial planning, or a related financial services environment
* Comprehensive understanding of investment products including equities, fixed income securities, collective investments, ISAs, pensions, and general investment accounts
* Experience supporting high-net-worth and affluent clients
* Strong knowledge of investment administration processes and client servicing standards
* Strong organisational skills with the ability to manage competing priorities effectively
* High level of accuracy and attention to detail
* Confident communicator with excellent interpersonal skills