Investment Team Support Manager , Senior Investment Assistant , Level 4 qualified

Job description

The Company

A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.

The Role

The Investment Team Support Manager will manage a team of Investment Assistants / Investment Administrators in providing administration and general support to Investment Partners and Wealth Managers to ensure an exceptional level of service provided to their clients.

The Investment Team Support Manager will have oversight of all Investment Management administrative, organisational and client related tasks ensuring they are completed accurately and efficiently and will have regular liaison with clients responding to a variety of enquires and queries.

The Investment Team Support Manager will mentor the team, supporting them with training and in developing their skillsets in delivery of excellent customer service.

The Investment Team Support Manager will collate & distribute account opening packs ensuring all documentation is accurate and complete, and, will monitor the progress of the same as well as asset/cash transfers, to meet client service standards, communicating effectively keeping all parties updated.

Maintain MI and Investment Management Client Records ensuring both are up to date liaising closely with other departments, platforms & external custodians as necessary.

The Investment Team Support Manager will handle Client FX and trading requests and liaise with external custodians and providers to obtain information for clients and their advisers as well as be responsible for the distribution of US and UK tax reporting, handling enquiries and questions from tax advisers and clients.

When necessary attend Client events and be a presence for the team , producing agendas for regular Investment Support Team Meetings, record Operational risk events and coordinate Team absences.

The Candidate

5+ years experience in a Front Office setting ideally within Wealth Management / Investment Management within a similar investment support role.

Level 4 Qualified (Investment Advice Diploma) or equivalent qualification/experience – ESSENTIAL

Ready to step up into a Team Management role if not already, or interested in mentoring more junior members in the team.

Willing to undertake sufficient professional development for the role including CPD.

Awareness of developments in the financial services industry and regulatory changes.

Excellent people management skills with good initiative and a proactive mindset.

Good working knowledge of the Microsoft Office suite of products.

Extra information

Status

Open

Education Level

Secondary School

Location

Greater London

Type of Contract

Full-time jobs

Published at

15-04-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English