Investment managers assistant Work, Jobs in Hamble Le Rice, Ham (with Salaries)

Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Continuous improvement
- Team management
13d
Financial Planning & Analysis Manager
Domo Tactical Communications —Whiteley
- Travel
- Budgeting
- Annual leave
- Employee assistance programme
6d
Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Customer service
- Business development
- Annual leave
Trade Show & Event Manager
Teledyne Technologies Inc. —Fareham
- Full-time
- English
- Travel
- Organisational skills
Business Development Manager - Regional Sales
Nationwide Platforms —Southampton
- Microsoft Powerpoint
- Microsoft Word
- CRM software
4d
Client Service Account Manager - Associate
JPMorganChase —Bournemouth
- Full-time
- Organisational skills
- Communication skills
Finance Manager
Omnia Consulting —Waterlooville
- Full-time
- Administrative experience
- Organisational skills
- IT
- Health & wellbeing programme
- Employee discount
Quick apply
Head of Portfolio Management & Delivery
Foot Anstey LLP —Southampton
- Full-time
- Hybrid work
- PMP
- Continuous improvement
- Agile
Quick apply
Head of Business Development & Sales - APAC
Roke Manor Research Limited —Romsey
- Business development
- Team management
- Travel
Director, Financial Planning & Analysis
CooperSurgical —Fareham
- Full-time
- Master's degree
- Bachelor's degree
- Continuous improvement
7d
Commercial (Trade) Marketing Manager
Le Creuset —Andover
- Full-time
- Marketing
- Continuous improvement
- Business
8d
Project Finance & Controls Manager
Lockheed Martin Corporation —Havant
- £65,000 - £81,000 a year
- Full-time
- Analysis skills
- University
- Presentation skills
- Employee assistance programme
- Employee discount
Trusts & Tax Manager – Private Wealth
moorebarlow —Southampton
- Organisational skills
- Communication skills
- Annual leave
Head of Business Development & Sales - APAC
Roke —Romsey
- Full-time
- Business development
- Travel
- Leadership
Treasury Manager
Southern Co-op —Portsmouth
- Hybrid work
- Analysis skills
- Free parking
- Employee assistance programme
1d
Senior Commercial (Trade) Marketing Manager
Le Creuset —Andover
- Full-time
- Marketing
- Business
- Analytics
8d
Director, Wealth Manager
Royal Bank of Canada —Winchester
- Full-time
- Business development
- Team management
- Financial services
16h
Head of Financial Planning and Analysis
City of Portsmouth College —Portsmouth
- £63,111 a year
- Full-time
- English
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
Private Client Tax Director
Menzies LLP —Fareham
- Full-time
- Hybrid work
- Writing skills
- Business development
- Budgeting

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Financial Planning & Analysis Manager
Domo Tactical Communications —Whiteley
Financial Modelling: Building and maintaining complex models for scenario planning ("what-if" analysis) and strategic projections.
6d
Financial Planning & Analysis Manager
Infor —Farnborough
Take an active role in the planning and forecasting process for the sales organization, incorporating input from various departments.

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Investment Managers Assistant

Charles Stanley -
Southampton

Apply Now

Job details

Full-time
13 days ago

Qualifications

Microsoft Word
Investment
Stakeholder liaison
Mentoring junior staff
Internal department liaison
Microsoft Office Suite
Continuous improvement
Team management
Mentoring
Organisational skills
Financial services
Professional development mentoring
Leadership
Communication skills

Full job description

Job Profile:

Are you an experienced Investment Manager's Assistant looking to take the next step in your career? We're seeking a highly organised and proactive Investment Manager's Assistant to support a team of Investment Managers while providing leadership and guidance to a team of Assistants.

In this pivotal role, you'll be responsible for delivering exceptional administrative and client support, ensuring the smooth running of branch operations, and acting as a key link between clients, Investment Managers, and operational teams. You'll also play an important part in mentoring colleagues, driving process improvements, and maintaining high service standards across the team.

What you'll be doing:

Providing comprehensive administrative support to Investment Managers and the Branch Manager/Team Head.
Managing client queries and supporting client onboarding processes.
Preparing documentation for client meetings, reviews, and account administration.
Liaising with internal teams, solicitors, accountants, and other professional contacts.
Monitoring key operational processes and ensuring regulatory deadlines are met.
Leading, mentoring, and developing a team of Investment Manager's Assistants.
Supporting local projects and continuous improvement initiatives.

What we're looking for:

Previous experience in an Investment Manager's Assistant, Wealth Management, Investment Operations, or similar environment.
A good understanding of investment processes and financial markets.
CISI Level 3 Introduction to Securities & Investments (or willingness to complete if applicable).
Excellent organisational skills and attention to detail.
Strong communication and relationship-building abilities.
Proficiency in Microsoft Office, particularly Word and Excel.
A positive, collaborative approach with the ability to lead and support others.

Information Provider:

This role is classified as an Information Provider under MiFID II Regulations, i.e. a person who provides information on behalf of Charles Stanley, about financial instruments, investment services and/or ancillary services to clients.

As an Information Provider you must be able to demonstrate the appropriate knowledge and competence to carry out this activity, including six months’ experience in the role. Once assessed as competent, Information Providers should have an annual re-assessment of competence.

Information Providers must also maintain their competence by undertaking Continuing Professional Development (CPD) on an annual basis.

This is an excellent opportunity to join a professional and client-focused team where you can further develop your leadership skills while contributing to the delivery of outstanding client service.

Apply Now

Refine Your Search

investment managers assistant jobs in hamble le rice, ham

Investment Managers Assistant

Financial Planning & Analysis Manager

Wealth Manager

Trade Show & Event Manager

Business Development Manager - Regional Sales

Client Service Account Manager - Associate

Finance Manager

Head of Portfolio Management & Delivery

Head of Business Development & Sales - APAC

Director, Financial Planning & Analysis

Commercial (Trade) Marketing Manager

Project Finance & Controls Manager

Trusts & Tax Manager – Private Wealth

Head of Business Development & Sales - APAC

Treasury Manager

Senior Commercial (Trade) Marketing Manager

Director, Wealth Manager

Head of Financial Planning and Analysis

Private Client Tax Director

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