Your new company

This is an exciting opportunity to join a well-established and highly regarded UK-based investment management firm. Known for its strong client relationships, commitment to responsible investing, and inclusive workplace culture, the firm is dedicated to delivering exceptional service while driving positive change. With a focus on sustainability and a collaborative working environment, this is a place where your contribution will be valued and your development supported.

Your new role

As a Portfolio Assistant, you’ll provide vital administrative support to Investment and Portfolio Managers, ensuring the smooth delivery of client services. Your responsibilities will span from client onboarding, payment processing, document management, and coordination of review meetings. You’ll also act as a key point of contact for clients and professional advisers, and step in to support senior team members when required.

• Managing incoming post and client documentation
• Using internal systems (e.g., APX, AWD, Client Space) to process requests
• Responding to client and introducer queries via phone and email
• Coordinating meetings and supporting client onboarding
• Handling transfers, payments, and account amendments
• Preparing client review packs and assisting with reporting
• Updating KYC data and processing ISA/LISA/JISA subscriptions
• Building strong relationships with clients and professional advisers
• Ensuring compliance with FCA Conduct Rules

What you'll need to succeed

• Minimum 2 years’ experience in the asset or investment management industry
• Solid understanding of investment products (ISAs, SIPPs, Trusts, etc.)
• Excellent organisational skills and meticulous attention to detail
• Strong communication skills and a proactive, solutions-focused mindset
• Ability to manage complex information and work independently
• Confidence using internal systems such as APX, AWD, and Client Space

What you'll get in return

• Competitive salary up to £30,000
• Flexible hybrid working model (3 days in the office, 2 days from home)
• Opportunity to work within a high-performing, supportive team
• Exposure to a broad range of investment operations
• A values-led culture that champions inclusion, integrity, and professional growth

What you need to do now