Amber River Group have over 300 IFA's across the UK working from 15 regional Hubs in 30 locations and growing! We have a values driven approach to creating bespoke financial plans for people who need our expertise by helping them plan for a life well lived.
Overview
We are seeking an Investment Support Specialist to join our dynamic team working for our Hub Amber River East Anglia.
You will provide dedicated support to the Investment Director forming an essential part in enhancing operational efficiency, ensuring compliance and providing excellent client service. You will assist with portfolio management, client reporting, compliance, administrative duties and specific tasks related to funds management.
The ideal candidate will possess a Bachelors Degree in Finance, Economics or a similarly related field, hold or be working towards a Level 4 industry relevant qualification (for example the CII L4 Diploma in Regulated Financial Planning) and have experience of working within a UK financial services regulated environment.
Responsibilities
- Assist with investment bulletin research and issuance each month.
- Send written communications internally to ensure staff remain updated on our fund options.
- Prepare and distribute quarterly investment performance reports to all staff.
- Assist with the production of fund factsheets.
- Facilitate GIP switching via platforms.
- Ensure investment MI is accurate and up to date.
- Conduct platform related research.
- Become an Investment Committee member.
- Preparation of pre-committee packs for distribution and subsequent discussion.
- Assist with collating documentation centrally and keeping the TEP panel updated.
- Assist with investment research for (including Multi Asset funds and buy list).
- Conduct ongoing dip-testing to check yield and profile income payment frequency.
- Monitor and rebalance client portfolios.
- Address client inquiries related to portfolio performance and strategy.
- Ensure all investment activities comply with regulatory requirements.
- Assist in the preparation and submission of compliance reports.
- Stay updated on changes in regulations affecting the DFM.
- Coordinate meetings and communications between the Investment Director and clients.
- Provide general administrative support to the Investment Director.
- Conduct FE modelling when switching funds.
- Receive training and become proficient in FE Analytics software.
- Ability to travel to our Claydon office to attend quarterly meetings.
Knowledge, Skills & Competencies
- Desirable to have a Bachelor’s degree in Finance, Economics or a similarly related field.
- Achievement of or working towards a Level 4 relevant industry qualification (e.g. CII L4 Diploma in Regulated Financial Planning).
- Previous experience of working within financial services.
- Reliable and trustworthy, with a high level of integrity and professionalism.
- Strong communication, research and analytical skills.
- Proficient in the use of financial software and tools.
- Strong problem-solving abilities.
- Self-motivation, resilience and a clear focus on attention to detail and high-quality output.
- Ability to work collaboratively with colleagues and build strong relationships and networks, with excellent interpersonal and communication skills.
- Excellent organisational skills and able to adapt to changing priorities with strong time management skills and positive outlook.
- Continual completion of annual CPD in accordance with company and CII requirements.
We take as much pride in what our people do outside of Amber River as we do in what they achieve with us, the communities that we support and the lives we enrich, all contributing to a positive impact on our planet. We are big on supporting our local communities and every employee is given paid Community Engagement Leave to take part in local initiatives. We also support a Hub chosen charity each year raising vital funds for a charity chosen by you.
On successful completion of your probation period, we operate on a hybrid working arrangement with a minimum requirement of 3 days in the office.
Our Professional Development Policy supports employees to continue their learning journey should they wish and includes the provision of study leave.
If you meet the brief of what we are looking for, then we welcome your application and look forward to hearing from you.
Job Type: Full-time
Pay: £33,000.00-£40,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay
- Work from home
Application question(s):
- Do you have a L4 Industry relevant qualification or have partially completed one?
- Do you have a Bachelors Degree?
Experience:
- Financial services: 3 years (required)
Work authorisation:
- United Kingdom (required)
Work Location: Hybrid remote in Colchester CO4 9YQ
