Job description

  • Location:
    London - 30 Gresham Street
  • Employee Type:
  • Department:
    Investment Management
  • Division:
  • Employment Type:
    Full time
  • Salary:

Investment Assistant (3703)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Role: Investment Assistant

Location: London

Description of role and key responsibilities

To help sustainably maintain and grow the client base through providing a high level of service to the clients and IFA/intermediaries we work with.

Main tasks

  • Proactively develop familiarity with all aspects of client administration
  • Proactively seek development of the team's processes to improve synergies and efficiencies
  • Produce information for client meetings including meeting preparation
  • Develop relationships with the team's client base and their IFAs/intermediaries
  • Distribute and respond, as appropriate, to internal correspondence and e-mails
  • Liaise with Investment Managers, other administration and Settlements areas as necessary
  • Develop knowledge of, and comply with, all regulatory and organisational requirements / procedures
  • Attend and support client meetings as necessary
  • General assistance to Investment Managers, answering phones, taking and passing on messages for other team members

Role-specific tasks (all with supportive training, as is appropriate)

  • Undertake simple and complex trades, including bulk trades
  • Maintain Investment Rationale spreadsheet for trades

Significant contact in dealing with the establishment of client portfolios

  • Pre-populate paperwork
  • Reviewing paperwork and liaising with Settlements accordingly
  • Ensuring accounts set up correctly
  • Draft Commencement Letters

Significant contact for working with our IFAs in non-investment related work

  • Investment Request Forms
  • Preparation of IFA Client Investment Recommendations
  • Ensuring agreed adviser remuneration is efficiently managed
  • Meeting preparation
  • General contact with IFA support teams
  • Answering general queries
  • Proactively keep in touch (e.g. Quarterly AIM Factsheets)


  • Attend client meetings, where appropriate
  • Monitoring in and out going cash and stock transfers
  • Assist with constructing CGT book cost histories for client holdings
  • Maintain up-to-date investment administration and regulatory knowledge as appropriate
  • Assist with regulatory projects
  • Action and confirm payments to clients and relevant IFA
  • Assist with answering IFA and Product Provider questions (e.g. valuation requests)
  • Assist the team to maintain KYC information

Core skills and knowledge

  • Excellent interpersonal skills with the ability to communicate effectively with Investment Managers, clients and IFAs/intermediaries
  • Exceptional focus on attention to detail
  • Good numerical skills
  • Highly IT literate with an ability to learn new systems
  • Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint
  • Working knowledge of Fiscal and Pulse is desirable but not essential
  • Excellent telephone manner
  • Competent at working to deadlines and managing own time
  • Flexible attitude to work in response to changing workloads and deadlines within the team
  • Relevant investment administration experience desirable but not essential
  • Investment Advice Diploma (IAD):
  • The successful candidate will be encouraged to study towards the IAD qualification, if not already obtained, to be able to fulfil the role specific task of taking and placing deals
  • Candidates applying without the IAD qualification will start as an Investment Administrator; progressing to Investment Assistant once the IAD qualification has been completed.

Attributes that would be helpful, but not essential for the role.

  • Reliable and enthusiastic individual with a strong sense of integrity
  • Strong interpersonal skills
  • Proactive individual who is naturally efficient, conscientious, organised, can manage time well, competent at working to deadlines and keen to learn
  • Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day-to-day business
  • A team player who is flexible, so as to help clients, and occasionally work extra hours and is happy to work in a team environment

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Keeley Fitzsimmons

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance