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Investment Management Assistant
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Investment Management Assistant
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Southampton, Southampton, United Kingdom Page Personnel Finance Full timeJob Title: Investment Managers AssistantJoin our team at Page Personnel Finance as an Investment Managers Assistant, where you will play a vital role in supporting our investment managers in their daily business.About the Role:The Investment Managers Assistant is responsible for providing administrative support to our investment managers, ensuring the smooth...
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Investment Support Assistant
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Southampton, Southampton, United Kingdom Page Personnel Finance Full timeJob Title: Investment Managers AssistantJoin our team at Page Personnel Finance as an Investment Managers Assistant, where you will play a vital role in supporting our investment managers in their daily business.About the Role:The Investment Managers Assistant is responsible for providing administrative support to our investment managers, ensuring the smooth...
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Southampton, Southampton, United Kingdom Front Row Recruitment Full timeInvestment Management AdministratorFront Row Recruitment is seeking a highly skilled Investment Management Administrator to join their team. The successful candidate will provide administrative support to the Investment Managers, ensuring the smooth operation of client accounts and investment portfolios.Key Responsibilities:Assist Investment Managers with...
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Southampton, Southampton, United Kingdom Front Row Recruitment Full timeInvestment Management AdministratorFront Row Recruitment is seeking a highly skilled Investment Management Administrator to join their team. The successful candidate will provide administrative support to the Investment Managers, ensuring the smooth operation of client accounts and investment portfolios.Key Responsibilities:Assist Investment Managers with...
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Southampton, Southampton, United Kingdom Page Personnel Finance Full timeJob Title: Investment Managers AssistantJoin our team at Page Personnel Finance as an Investment Managers Assistant, where you will play a vital role in supporting our investment managers in their daily business.About the Role:The Investment Managers Assistant is responsible for providing administrative support to our investment managers, ensuring the smooth...
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Investment Support Assistant
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Southampton, Southampton, United Kingdom Page Personnel Finance Full timeJob Title: Investment Managers AssistantJoin our team at Page Personnel Finance as an Investment Managers Assistant, where you will play a vital role in supporting our investment managers in their daily business.About the Role:The Investment Managers Assistant is responsible for providing administrative support to our investment managers, ensuring the smooth...
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Investment Management Associate
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Southampton, Southampton, United Kingdom Front Row Recruitment Full timeJob Description**Job Title:** Investment Management Assistant**Job Type:** Full-time**Industry:** Financial Services**Company:** Front Row Recruitment**Location:** Remote (with occasional office visits)**Job Summary:We are seeking a highly organized and detail-oriented Investment Management Assistant to join our team. The successful candidate will provide...
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Investment Management Associate
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Southampton, Southampton, United Kingdom Front Row Recruitment Full timeJob Description**Job Title:** Investment Management Assistant**Job Type:** Full-time**Industry:** Financial Services**Company:** Front Row Recruitment**Location:** Remote (with occasional office visits)**Job Summary:We are seeking a highly organized and detail-oriented Investment Management Assistant to join our team. The successful candidate will provide...
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Investment Management Coordinator
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Southampton, Southampton, United Kingdom Front Row Recruitment Full timeInvestment Management AdministratorFront Row Recruitment is seeking a highly skilled Investment Management Administrator to join their team. As a key member of the investment team, you will provide administrative support to Investment Managers, ensuring the smooth operation of client accounts and investment portfolios.Key Responsibilities:Assist Investment...
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Investment Management Coordinator
4 days ago
Southampton, Southampton, United Kingdom Front Row Recruitment Full timeInvestment Management AdministratorFront Row Recruitment is seeking a highly skilled Investment Management Administrator to join their team. As a key member of the investment team, you will provide administrative support to Investment Managers, ensuring the smooth operation of client accounts and investment portfolios.Key Responsibilities:Assist Investment...
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Investment Management Coordinator
2 weeks ago
Southampton, Southampton, United Kingdom Front Row Recruitment Full timeJob OpportunityFront Row Recruitment is seeking a highly skilled and experienced professional to join our client's team as an Investment Management Assistant. The successful candidate will be responsible for providing administrative and client-driven support to the Investment Managers.Key Responsibilities:Assist Investment Managers with portfolio management...
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Investment Management Coordinator
2 weeks ago
Southampton, Southampton, United Kingdom Front Row Recruitment Full timeJob OpportunityFront Row Recruitment is seeking a highly skilled and experienced professional to join our client's team as an Investment Management Assistant. The successful candidate will be responsible for providing administrative and client-driven support to the Investment Managers.Key Responsibilities:Assist Investment Managers with portfolio management...
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Investment Management Associate
7 days ago
Southampton, Southampton, United Kingdom Front Row Recruitment Full timeInvestment Management AssistantFront Row Recruitment is seeking a talented Investment Management Assistant to join their friendly team. The successful candidate will support the Investment Managers with a wide range of administrative and client-driven activities.Key Responsibilities:Assist Investment Managers with portfolio management for discretionary and...
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Investment Management Associate
7 days ago
Southampton, Southampton, United Kingdom Front Row Recruitment Full timeInvestment Management AssistantFront Row Recruitment is seeking a talented Investment Management Assistant to join their friendly team. The successful candidate will support the Investment Managers with a wide range of administrative and client-driven activities.Key Responsibilities:Assist Investment Managers with portfolio management for discretionary and...
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Investment Management Associate
2 weeks ago
Southampton, Southampton, United Kingdom Front Row Recruitment Full timeJob Description**About the Role**Front Row Recruitment is seeking a highly skilled Investment Management Assistant to join our client's friendly team. As a key member of the investment team, you will be responsible for providing administrative support to the Investment Managers, ensuring the smooth operation of client accounts, and contributing to the...
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Investment Management Associate
2 weeks ago
Southampton, Southampton, United Kingdom Front Row Recruitment Full timeJob Description**About the Role**Front Row Recruitment is seeking a highly skilled Investment Management Assistant to join our client's friendly team. As a key member of the investment team, you will be responsible for providing administrative support to the Investment Managers, ensuring the smooth operation of client accounts, and contributing to the...
Investment Managers Assistant
3 months ago
Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team.
The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities which will include:- Provide a high standard of administrative support to the Investment Management team.
- Assisting IM's with portfolio management for a range of discretionary and advisory clients.
- Preparing reports and documentation required for client meetings
- Follow on-boarding processes for setting up new clients and ensuring all regulatory information is collected and recorded.
- Assist with the production of client suitability reports
- Assist with probate / CGT valuations, preparation of client reports and transaction implementation.
- Preparing investment proposals
- Opening and maintenance of client accounts
- Maintenance of due diligence documentation
- Performing trades
- Monitoring progress of investment funds Applicants must possess previous experience of working in the Investment or Wealth management sector and ideally have the CISI qualification or equivalent. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving ability. You will be able to work in a team environment and use your experience to support more junior members of the team. This a great opportunity to join one of the UK's leading Independent Investment Managers offering a great working environment and a generous remuneration and benefits package #J-18808-Ljbffr
