Charles Stanley
Investment Managers Assistant
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About the Role
We are looking for a highly organised and proactive Investment Manager's Assistant to join our successful and growing Investment Management team on a Part Time basis.
This is an excellent opportunity for an administrative professional who enjoys working in a fast-paced, client-focused environment and is interested in the world of investments and wealth management. Supporting a small but busy team of Investment Managers, you will play a vital role in ensuring the smooth day-to-day running of client portfolios and delivering an outstanding service experience.
As a key member of the team, you will provide comprehensive administrative support, manage client records, coordinate account administration, and liaise with both clients and internal departments. While you will be involved in supporting client relationships, this is primarily an administration-focused role and does not involve regulated investment activity.
What You'll Be Doing
- Providing high-quality administrative support to a team of Investment Managers.
- Assisting with the opening, maintenance, and closure of client accounts, including the collection of AML documentation.
- Maintaining accurate and up-to-date client records and documentation.
- Supporting the preparation and administration of client suitability reports.
- Acting as a point of contact for client queries and communications.
- Liaising with professional intermediaries including solicitors and accountants.
- Monitoring the progress of new investments and resolving administrative issues where required.
- Coordinating cash movements and payments with internal operational teams.
- Ensuring client files are managed accurately and in accordance with regulatory requirements.
- Supporting new business opportunities by ensuring all documentation is completed and processed efficiently.
- Assisting with occasional project work, including KYC and client review exercises.
- Identifying opportunities to improve team processes and administrative efficiency.
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You will bring
- Previous experience in an administrative role, ideally within investment management, wealth management, financial services, or a similar professional services environment.
- Excellent written and verbal communication skills.
- Strong organisational skills with the ability to prioritise competing demands.
- High levels of accuracy and attention to detail.
- A proactive approach to problem-solving and continuous improvement.
- Strong numerical skills and confidence handling financial information.
- A collaborative and flexible approach to teamwork.
- A positive, enthusiastic, and professional attitude.
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Qualifications & Experience
- GCSEs (or equivalent) including Maths and English.
- A Levels or further education qualifications are desirable.
- An industry-recognised qualification, such as the Investment Operations Certificate (IOC), would be advantageous but is not essential.
- A general understanding of investment management, financial markets, or investment operations would be beneficial.
Why Join Us?
- Opportunity to work alongside experienced Investment Managers within a respected wealth management environment.
- Exposure to a wide range of clients and investment portfolios.
- Supportive team culture with opportunities for professional development.
- Competitive salary and benefits package.
- A varied and rewarding role where your contribution makes a genuine difference to the client experience.
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