Portfolio Assistant

Role Overview

The Portfolio Assistant delivers administrative service and support to Investment Managers, clients, introducers and responds to requests from supporting functions. This role requires a clear & precise understanding of all the processes and procedures that are undertaken within the administrative team. The role is based in London and requires a strong interest in and understanding of the financial services industry.

What You Will Do

Act as an escalated point of contact for complex technical queries from clients, Investment Managers, and IFAs. Build and maintain effective relationships with clients, introducers, and their paraplanning teams. Respond to client and introducer queries by phone and email in a timely and professional manner.

Why It Might Be a Fit

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients. The role requires a high level of attention to detail, excellent organisational, planning, and prioritisation skills, and the ability to engage with a wide range of stakeholders.

Requirements

• A minimum of 3 years experience as an Administrator within Wealth or Investment Management
• Strong interest in and understanding of the financial services industry
• Excellent organisational, planning, and prioritisation skills
• High level of attention to detail
• Confident in engaging with a wide range of stakeholders

Benefits

• Flexible working
• Equal employment opportunities
• Promotion of diversity and inclusion