Amber River East Anglia
Investment Support Specialist
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Amber River Group
Amber River Group have over 300 IFA's across the UK working from 15 regional Hubs in 30 locations and growing! We have a values driven approach to creating bespoke financial plans for people who need our expertise by helping them plan for a life well lived.
Overview
We are seeking an Investment Support Specialist to join our dynamic team working for our Hub Amber River East Anglia.
You will provide dedicated support to the Investment Director forming an essential part in enhancing operational efficiency, ensuring compliance and providing excellent client service. You will assist with portfolio management, client reporting, compliance, administrative duties and specific tasks related to funds management.
Salary: £33,000 to £40,000 per year
Responsibilities
- Assist with investment bulletin research and issuance each month.
- Send written communications internally to ensure staff remain updated on our fund options.
- Prepare and distribute quarterly investment performance reports to all staff.
- Assist with the production of fund factsheets.
- Facilitate GIP switching via platforms.
- Ensure investment MI is accurate and up to date.
- Conduct platform related research.
- Become an Investment Committee member.
- Preparation of pre-committee packs for distribution and subsequent discussion.
- Assist with collating documentation centrally and keeping the TEP panel updated.
- Assist with investment research for (including Multi Asset funds and buy list).
- Conduct ongoing dip-testing to check yield and profile income payment frequency.
- Monitor and rebalance client portfolios.
- Address client inquiries related to portfolio performance and strategy.
- Ensure all investment activities comply with regulatory requirements.
- Assist in the preparation and submission of compliance reports.
- Stay updated on changes in regulations affecting the DFM.
- Coordinate meetings and communications between the Investment Director and clients.
- Provide general administrative support to the Investment Director.
- Conduct FE modelling when switching funds.
- Receive training and become proficient in FE Analytics software.
- Ability to travel to our Claydon office to attend quarterly meetings.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Knowledge, Skills & Competencies
- Desirable to have a Bachelor’s degree in Finance, Economics or a similarly related field.
- Achievement of or working towards a Level 4 relevant industry qualification (e.g. CII L4 Diploma in Regulated Financial Planning).
- Previous experience of working within financial services.
- Reliable and trustworthy, with a high level of integrity and professionalism.
- Strong communication, research and analytical skills.
- Proficient in the use of financial software and tools.
- Strong problem-solving abilities.
- Self-motivation, resilience and a clear focus on attention to detail and high-quality output.
- Ability to work collaboratively with colleagues and build strong relationships and networks, with excellent interpersonal and communication skills.
- Excellent organisational skills and able to adapt to changing priorities with strong time management skills and positive outlook.
- Continual completion of annual CPD in accordance with company and CII requirements.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
About Us
We take as much pride in what our people do outside of Amber River as we do in what they achieve with us, the communities that we support and the lives we enrich, all contributing to a positive impact on our planet. We are big on supporting our local communities and every employee is given paid Community Engagement Leave to take part in local initiatives. We also support a Hub chosen charity each year raising vital funds for a charity chosen by you.
On successful completion of your probation period, we operate on a hybrid working arrangement with a minimum requirement of 3 days in the office.
Our Professional Development Policy supports employees to continue their learning journey should they wish and includes the provision of study leave.
If you meet the brief for this role, then we welcome your application and look forward to hearing from you.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills