Senior Investment Assistant

2 weeks ago


Leeds, Leeds, United Kingdom 1825 Full time
Job Description


In an exciting move, abrdn's Discretionary business has been acquired by LGT and this role will be moving along with the rest of the discretionary business to LGT in H2-2023.

Our Leeds office is currently looking for a Senior Investment Assistant to join the team.

Key Responsibilities

In this role you will assist the CPMs in acquiring and managing clients within our Discretionary business.

You will also help maximise the profitability of existing relationships by ensuring that clients receive an exceptional quality of service on a day to day basis.

You will manage your own workload and take responsibility for ensuring that the client records and systems are set up accurately and managed effectively, taking any reasonable steps to remedy errors and report any deficiencies to the CPM.


Core Outcomes- To ensure that all client accounts are set up accurately.- To ensure that day-to-day client relationships are effectively managed and that all paperwork and systems are properly maintained.- To deal with client enquiries and calls and act as first point of contact when the CPM is out of the office.- To collate client data to support the production of central reporting data and produce client reporting packs- To assist the CPM's in the recruitment and retention of High Net Worth clients through direct means as well as through intermediary channels- To support the CPM's with preparation for client and marketing meetings, and to work on presentations and correspondence- To assist with reviewing portfolios for implementation of investment changes and the monitoring of adherence to guidelines- To identify and research potential new clients and introducers and support CPMs in approaching those identified- To aid the development and enhancement of the brand of abrdn in the market place.- To develop and improve processes to ensure that clients receive an exceptional client experience.

- The job holder will be aware of the 6 core outcomes under Treating Customers Fairly and contribute to the monitoring of these outcomes as part of the abrdn TCF policy


What we're looking for- Proven relevant experience within a client servicing function in a client focussed financial services environment.- Understanding of client acquisition and management in the High Net Worth space.- Understanding of Financial markets and FCA and other statutory regulations.- Relevant Private Client relationship experience and industry knowledge.- Understanding on the use of HNW computer systems.- Some knowledge of portfolio construction and how this is influenced by clients' tolerance for risk.- Use of Microsoft Office Software packages e.g.

Word, Excel and PowerPoint.


Core Skills- Commitment to quality & strong attention to detail.- Professionalism and business integrity.- Strong work ethic and stamina.- Decision making and judgement.- Excellent Time-keeping and organisational skills.

- Strong communication and interpersonal skill


We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.

We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.

We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.
  • Investment Analyst

    2 weeks ago


    Leeds, Leeds, United Kingdom Meraki Talent Limited Full time

    Meraki Talent are working with a flourishing, multinational investment management company to appoint an ambitious Investment Analyst to join their team in Leeds.Assisting a growing team of investment professionals, you will have the opportunity to support senior analysts with fundamental processes such as a generating reports, maintaining accurate data and...


  • Leeds, Leeds, United Kingdom XPS Pensions Full time

    Assistant Investment Analyst - School LeaverXPS Pensions Group is a multi-award winning and leading independent pensions consulting and administration business. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential. Please note this is...


  • Leeds, Leeds, United Kingdom XPS Pensions Group Full time

    Assistant Investment ConsultantLeeds (Hybrid)Full-timePermanentWe have a new and exciting opportunity for an Assistant Investment Consultant to join our growing and vibrant Leeds office with hybrid/flexible working options - The role would best suit someone with drive and enthusiasm who is keen to excel in an advisory role and believes in doing the right...


  • Leeds, Leeds, United Kingdom Meraki Full time

    Graduate Investment AdministratorCompetitive SalaryPermanentLeedsMeraki Talent is currently working with a leading financial services firm looking to hire an Investment Administrator to join the collaborative Leeds-based team. This is an excellent opportunity to join a well-established business offering excellent onward progression opportunities. This is a...


  • Leeds, Leeds, United Kingdom Homes England Full time

    Job summaryWe are the Government's national housing agency. Our role is to accelerate the pace of housebuilding across the country, both in areas where there are the most serious affordability issues - meaning people are struggling to find homes - and where housingcan make a meaningful contribution to levelling up the country.We have the appetite, influence,...


  • Leeds, Leeds, United Kingdom Equifax, Inc. Full time

    Responsible for overseeing and managing the cost base for the UKCRA & UKCS business units and investment spend for Europe. Expertise required in order to develop and implement strategies to reduce cost, improve EBITDA and drive the company to achieve its financial objectives. Responsible for the oversight and challenge of function spend and cost control...

  • Investment Director

    1 month ago


    Leeds, Leeds, United Kingdom Idex Full time

    One of the UK's leading wealth management firms is looking for a senior level Investment Manager to join their busy offices in Leeds. Due to succession planning, the office has a requirement for a Chartered Wealth Manager to hit the ground running and be introduced to a high volume of existing clients, introducing yourself as the new and long-term point of...


  • Leeds, Leeds, United Kingdom ASDA Full time

    Job AdvertAre you looking for a challenging and rewarding new opportunity in an exciting role that is focused on a rapidly developing part of Asda?This Finance Business Partner is part of a wider team that partners both the Wholesale and Convenience and Property team, making critical decisions on Asda's investment into Convenience stores and helping the...


  • Leeds, Leeds, United Kingdom Equifax Full time

    Responsible for overseeing and managing the cost base for the UKCRA & UKCS business units and investment spend for Europe. Expertise required in order to develop and implement strategies to reduce cost, improve EBITDA and drive the company to achieve its financial objectives.What you'll do: Lead the annual budget and monthly forecast process for the cost...

  • Senior Impact Officer

    2 weeks ago


    Leeds, Leeds, United Kingdom Venn Group Full time

    Senior Impact Officer: Venn Group has partnered up with a large healthcare organisation who is in urgent need of a full-time interim Senior Impact Officer. The purpose of the Senior Impact Officer post is to be responsible for the delivery of identified projects or clearly defined areas in order:· To assist the Impact Managers in managing impact...

  • Senior Impact Officer

    1 month ago


    Leeds, Leeds, United Kingdom Venn Group Full time

    Senior Impact Officer: Venn Group has partnered up with a large healthcare organisation who is in urgent need of a full-time interim Senior Impact Officer. The purpose of the Senior Impact Officer post is to be responsible for the delivery of identified projects or clearly defined areas in order:· To assist the Impact Managers in managing impact...

  • Senior Impact Officer

    2 weeks ago


    Leeds, Leeds, United Kingdom Venn Group Full time

    Senior Impact Officer: Venn Group has partnered up with a large healthcare organisation who is in urgent need of a full-time interim Senior Impact Officer. The purpose of the Senior Impact Officer post is to be responsible for the delivery of identified projects or clearly defined areas in order: · To assist the Impact Managers in managing impact...


  • Leeds, Leeds, United Kingdom Codex Full time

    Job Description Finance Manager - FP&A Systems (Anaplan)Codex are partnered with a leading UK store seeking a FP&A Systems Manager (Anaplan). Although they've had Anaplan implemented for a number of years now, they are looking to enhance their system, and you'll get to play a pivotal role in managing and optimizing their financial systems.The FP&A Systems...

  • Senior Care Assistant

    2 weeks ago


    Leeds, Leeds, United Kingdom Anchor Trust Full time

    Are you an experienced Care Assistant looking for the next step in your career? Do you have a kind and caring nature? If you answered yes, we have the perfect role for you1 x 24 hours per week positions available.Come join us at Halcyon Court, based in Headingley to care for our 52 residents. This home is close to Headingley's local services and amenities...

  • Senior Care Assistant

    2 weeks ago


    Leeds, Leeds, United Kingdom Anchor Trust Full time

    Join us as a Senior Care Assistant / Team Leader at Anchor to make a real and positive difference to the lives of older people. You'll be responsible for caring for people with a wide range of needs as well as dispensing medication. This role will also give you the opportunity to use your management skills to ensure a high level of quality care is being...

  • Senior Care Assistant

    2 weeks ago


    Leeds, Leeds, United Kingdom Anchor Full time

    Join us as a Senior Care Assistant / Team Leader at Anchor to make a real and positive difference to the lives of older people.You'll be responsible for caring for people with a wide range of needs as well as dispensing medication. This role will also give you the opportunity to use your management skills to ensure a high level of quality care is being...


  • Leeds, Leeds, United Kingdom Anchor Full time

    3 x 42 hours a week (Nights)Join us as a Senior Care Assistant / Team Leader at Anchor to make a real and positive difference to the lives of older people.You'll be responsible for caring for people with a wide range of needs as well as dispensing medication. This role will also give you the opportunity to use your management skills to ensure a high level of...

  • Senior Care Assistant

    2 weeks ago


    Leeds, Leeds, United Kingdom Anchor Trust Full time

    Various roles both Full Time and Part Time24 hours per week36 hours per weekJoin us as a Senior Care Assistant / Team Leader at Anchor to make a real and positive difference to the lives of older people. You'll be responsible for caring for people with a wide range of needs as well as dispensing medication. This role will also give you the opportunity to use...

  • Senior Underwriter

    2 weeks ago


    Leeds, Leeds, United Kingdom Heat Recruitment Full time

    Senior UnderwriterThis company deals with insurance, reinsurance and investments all around the world. They have numerous offices in the UK, with nearly 2000 employees and are looking to expand their business in commercial lines, in their Leeds office. You will be workingin a specific renewals team, consisting of about 10 individuals but also interacting...


  • Leeds, Leeds, United Kingdom Page Personnel Secretarial & Business Support Full time

    Review & analysis previous season sales analysis by size at fit level and propose the future strategy for sizing for the relevant fit & product category. Produce par planners for each individual line dependant on the end use of the line. Client Details A great opportunity for a Senior Assistant Merchandiser to join a leading multi channel retailer in the...