Client Administrator (Portfolio Assistant) FTC

Description

Client Administrator, Admin Jobs, Portfolio Assistant, Fixed Term Contract (FTC), 6 Months, Southampton Your new company

This is an exciting opportunity to join a well-established and highly regarded UK-based investment management firm. Known for its strong client relationships, commitment to responsible investing, and inclusive workplace culture, the firm is dedicated to delivering exceptional service while driving positive change. With a focus on sustainability and a collaborative working environment, this is a place where your contribution will be valued and your development supported.

Your new role

As a Portfolio Assistant, you'll provide vital administrative support to Investment and Portfolio Managers, ensuring the smooth delivery of client services. Your responsibilities will span from client onboarding, payment processing, document management, and coordination of review meetings. You'll also act as a key point of contact for clients and professional advisers, and step in to support senior team members when required.

Key Responsibilities Include:Managing incoming post and client documentationUsing internal systems (e.g., APX, AWD, Client Space) to process requestsResponding to client and introducer queries via phone and emailCoordinating meetings and supporting client onboardingHandling transfers, payments, and account amendmentsPreparing client review packs and assisting with reportingUpdating KYC data and processing ISA/LISA/JISA subscriptionsBuilding strong relationships with clients and professional advisersEnsuring compliance with FCA Conduct RulesWhat you'll need to succeed

Minimum 2 years' experience in the asset or investment management industrySolid understanding of investment products (ISAs, SIPPs, Trusts, etc.)Excellent organisational skills and meticulous attention to detailStrong communication skills and a proactive, solutions-focused mindsetAbility to manage complex information and work independentlyConfidence using internal systems such as APX, AWD, and Client SpaceWhat you'll get in return

Competitive salary up to GBP30,000Flexible hybrid working model (3 days in the office, 2 days from home)Opportunity to work within a high-performing, supportive teamExposure to a broad range of investment operationsA values-led culture that champions inclusion, integrity, and professional growthWhat you need to do now

If you're interested in this role, click 'apply now' to submit your CV or get in touch for a confidential discussion.Not quite the right fit? We'd still love to hear from you-reach out to explore other opportunities that align with your career goals. #

Ad ID: 5416990790