Graduate Investment Assistant

We are currently seeking to recruit for a Investment Administrator to join the Investment Management division of a prestigious wealth management firm. This firm has a storied history and has established itself as a key player in the wealth management industry through continuous evolution and growth, offering a wide range of investment and wealth management services.
Within the Investment Management division, there is a specialised team focused on the blue economy, which includes all industries and sectors related to oceans, seas, and coasts, both marine-based and terrestrial. The firm manages assets exceeding £50 billion and provides comprehensive services in investment management, financial planning, and wealth management to a diverse clientele, including individuals, charities, and institutions.
The current requirement is for an Investment Administrator to be a part of the London based Blue Economy Team within the Investment Management division. This role is ideal for either a recent graduate with over 6 months of experience in Investment Management or an individual with more than a year of experience in the field looking to specialise in the blue economy sector.
Managing the client lifecycle administration process for efficiency and timeliness.
Taking responsibility for client administration tasks and serving as the primary liaison between clients, the investment team, operations, and other key stakeholders.
Ensuring adherence to all client lifecycle processes in line with the firm's operating model, including account management, onboarding, transfers, and quarterly valuations, while also proposing process improvements.
Supporting the investment team in understanding client suitability requirements, including information gathering for client suitability and producing client summaries/welcome letters.
Collaborating with the team and wider administration functions to share and develop best practices.
Being the initial point of contact for clients and handling administration queries, including participating in client meetings and leading discussions on client administration matters.
Compensation Package includes:
~ A base salary up to £45,000, with an annual discretionary bonus.
9% Pension contribution
~ Life Cover
~ Private Medical Insurance
~ Season Ticket Loan
~25 Days Annual Leave with an option to purchase an additional 5 days
~ The position is based in London and offers a hybrid working model, allowing up to 3 days a week of remote work.