Investment Assistant

Job description

Senior Investment Management Administrator – Private Clients

London (City) | Hybrid – 4 days in the office, 1 day from home | Salary: Competitive

The Firm

Our client is a well-established, partner-owned investment management firm based in the City of London, with a headcount of circa 35 staff and partners. They provide bespoke investment and wealth management services to private clients, combining the investment standards of a large institution with a close, relationship-led service mode

l.The firm also runs a dedicated wealth planning offering, delivering retirement, tax-efficient and estate planning advice to its private client base.

The Role

A great opportunity for an experienced private client investment administrator to join a growing team, providing high-quality administrative support to the Head of Wealth Planning and the wider team.

Key Responsibilties

• Provide administrative support to the team, including diary management, arranging meetings, and responding to client and adviser correspondence.
• Produce accurate and timely reports and presentations for client and internal meetings.
• Prepare client meetings, including agendas, meeting packs, and post-meeting follow up.
• Work with the Head of Wealth Planning to design and implement team processes and procedures.
• Build and maintain strong working relationships with clients, their advisers, and internal colleagues.
• Maintain client records, plans, fees, tasks and activities on the firm's back-office platform.
• Implement advice recommendations, including form completion and liaising with product providers.
• Produce fund switch and withdrawal letters, carrying out the necessary research and documentation.
• Analyse client and provider information, using research tools to support fund performance and illustration comparisons.
• Obtain Letters of Authority (LOAs) and accurate plan information in a timely manner.
• Liaise with third parties and providers to clarify technical points and resolve queries.
• Prepare client valuations and annual review packs.
• Carry out research for advisers as required.
• Support ad hoc projects and tasks across the team.

About You

• 5+ years' administrative experience within investment management or wealth planning for private/HNW clients.
• Excellent administrative and organisational skills, able to manage multiple tasks and priorities.
• Strong numeracy, with excellent attention to detail and accuracy.
• Confident communicator, both written and verbal.
• Able to work on own initiative and take ownership of tasks.
• Proficient in Microsoft Office (Word, Excel, PowerPoint), and comfortable learning firm-specific platforms.
• Collaborative and inclusive approach, comfortable working in a close-knit team.

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Full-time jobs

Published at

06-07-2026

Profession type

Management

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