Senior Investment Assistant - #2133376

Be-IT Resourcing


Date: 1 hour ago
City: Leeds
Salary: £50,000 / year
Contract type: Full time
Work schedule: Full day
Be-IT Resourcing

My Leeds based client are currently hiring for an experience Senior Investment Assistant to join their established team on a permanent basis. This is an excellent opportunity to act as a valued member of the business providing. You will be part of a team of experts, acting as the go to contacts for a number of business needs and helping to ensure the seamless running of the day to day business processes.


Key responsibilities for this role include:

  • Acting as a key point of contact for a number of queries for internal and external clients assisting with admin and process challenges.
  • Help to manage internal and external clients and assist with ad hoc enquiries
  • Monitor the quality of administration processes and services provided by the team to ensure consistent standards and outputs
  • Ensure the team are meeting all cut off points and deadlines for client queries including trading and regulatory requirements
  • Operate as an account opening SME ensuring compliance and regulatory requirements are met for on-boarding of all new clients
  • Assist with delegating roles to the investment support team and ensure fair work allocation and output
  • Support team members with professional development and on the job learning
  • Act as a collaborative partner with pother business areas including CDD and overall compliance
  • Act as deputy for managers during times of leave covering meetings and updates as required.
  • Ensure all team processes fall in line with external requirements and business best practice

Key experience for this role includes:

  • Experience supporting Front office investment functions within the Investment Management industry
  • Generates new ideas/initiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes.
  • Level 4 IAD would be highly valuable - willingness to undertake this qualification would also be beneficial if it is not already obtained
  • Experience of team management or supervision including managing on compliance and regulatory requirements is essential
  • Strong experience of undertaking a high volume of administration tasks within Investment Management
  • FCA regulatory experience is essential for this role
  • Evidence of being able to manage and prioritise team workload as well as your own tasks is a critical requirement for this role

This is a hybrid opportunity with 3 working days per week spent in the office.

For more information please apply directly.


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