Role Overview & Mandate
Executive Summary
We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets....
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We're one of the UK's leading investment management companies, with responsibility for over £44 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 over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Investment Assistant
Location: Bournemouth
What is the team like?
This is an exciting opportunity to join a large investment management team to provide important client and administrative support. The team has a large investment base and manages funds for a broad selection of individuals, families, pensions, trusts, offshore structures and charities.
You will be encouraged to build relationships with clients, intermediaries, share your thoughts and ideas on new regulations and help the team develop their procedures in light of changing regulations and internal procedures.
What are the key responsibilities?
- Carry out full range of administrative duties as requested or by using own initiative.
- Liaise with various departments throughout the business necessary
- Ensure compliance with regulatory and organisational requirements /
- procedures at all times
- Preparation of forms for potential new clients to ensure they meet internal and regulatory standards
- Liaise with clients and/or advisers to on-board new accounts
- Arranging the transfer of investments for new and existing client ensuring the transfer is completed as efficiently as possible.
Role specific tasks
- Contribute to the broader business on internal processes in specified forums when required
- Distribute and respond, as appropriate, internal correspondence and e-mails
- Arrange the stock/cash transfer, close accounts when necessary.
- Liaise with Settlements in respect of all queries and amendments to client information
- Produce information for client meetings.
- Maintain up to date regulatory knowledge and communicate potential changes in legislation to Investment Managers.
- Ensure all activities/actions undertaken meet and comply with compliance standards
What skills and knowledge are we looking for?
- Competent at working to deadlines and managing own time.
- Flexible attitude to work in response to changing workloads and deadlines within the team.
- 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 interpersonal skills with the ability to communicate effectively with Investment Managers and clients.
- Excellent telephone manner.
- Relevant administrative experience in a private client investment support
Any other attributes that would be helpful?
- Already have the IAD qualification, or be prepared to work towards it with the necessary support from the team/business
- Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
- Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day-to-day business.
- Reliable and enthusiastic individual with a strong sense of integrity.
- Strong interpersonal skills.
- A team player who is prepared to put in additional hours, if necessary, to meet deadlines.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in “out of the ordinary” ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
