Investment manager Work, Jobs in Ely, Crf (with Salaries)

Investment Managers Assistant
Charles Stanley —Cardiff
- Part-time
- Administrative experience
- Continuous improvement
- Organisational skills
13d
Senior Asset Delivery Manager
Hedyn —Malpas
- £61,522.68 a year
- Full-time
- Continuous improvement
- Team management
- Contracts
- Annual leave
8d
Financial Control Manager
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Employee discount
Quick apply
6d
Financial Control Manager
Legal & General Investment Management —Cardiff
- Employee discount
5d
Financial Planning and Analysis Senior Manager
Julian Hodge Bank —Cardiff
- Up to £90,000 a year
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Accounting
1d
Director, Wealth Manager
Royal Bank of Canada —Cardiff
- Full-time
- Business development
- Team management
- Financial services
1d
Information Manager & Compliance Officer
Fim Limited —Cardiff
- Up to £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- SharePoint
- Communication skills
- Work from home
- Employee assistance programme
Quick apply
Deputy Director - Financial Resilience and Controls
OFGEM —Cardiff
- £81,000 - £117,800 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Flexible schedule
8d
Senior Manager, Financial Crime Policy and Governance
Grant Thornton UK LLP —Cardiff
- Full-time
- AI
- Leadership
13d
Finance Manager - Performance and Planning
Lloyds Banking Group —Newport
- £67,023 - £74,470 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Communication skills
1d
Pillar 2 Compliance, Senior Manager
Pwc UK —Cardiff
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Mentoring
UK Finance Leader
Eaton —Cwmbran
- Analysis skills
- Continuous improvement
- Team management
T2, Manager EMEA Private Equity Centre of Excellence, QRS, Enabling Functions
Deloitte —Cardiff
- Hybrid work
- Analysis skills
- Project management
- Accounting
8d
Wholesale/Foodservice Trade Marketing Manager
YeoValley —Blagdon
- £50,000 a year
- CRM software
- Free parking
Quick apply
Pillar 2 Compliance, Manager
Pwc UK —Cardiff
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Mentoring
4051 - Head of Programmes, Maintenance & Investment for the Disused Tips Authority
Welsh Government —Merthyr Tydfil
- £61,098 - £78,449 a year
- Full-time
- Engineering
- Presentation skills
- Continuous improvement
1d

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Investment Managers Assistant

Charles Stanley -
Cardiff

Apply Now

Job details

Part-time
13 days ago

Qualifications

Investment
Suitability report preparation
Stakeholder liaison
Administrative support experience
Internal department liaison
Administrative experience
Continuous improvement
Organisational skills
Financial services
Communication skills
A Level
Client onboarding compliance checks

Full job description

About the Role:

We are looking for a highly organised and proactive Investment Manager's Assistant to join our successful and growing Investment Management team on a Part Time basis.

This is an excellent opportunity for an administrative professional who enjoys working in a fast-paced, client-focused environment and is interested in the world of investments and wealth management. Supporting a small but busy team of Investment Managers, you will play a vital role in ensuring the smooth day-to-day running of client portfolios and delivering an outstanding service experience.

As a key member of the team, you will provide comprehensive administrative support, manage client records, coordinate account administration, and liaise with both clients and internal departments. While you will be involved in supporting client relationships, this is primarily an administration-focused role and does not involve regulated investment activity.

What You'll Be Doing:

Providing high-quality administrative support to a team of Investment Managers.
Assisting with the opening, maintenance, and closure of client accounts, including the collection of AML documentation.
Maintaining accurate and up-to-date client records and documentation.
Supporting the preparation and administration of client suitability reports.
Acting as a point of contact for client queries and communications.
Liaising with professional intermediaries including solicitors and accountants.
Monitoring the progress of new investments and resolving administrative issues where required.
Coordinating cash movements and payments with internal operational teams.
Ensuring client files are managed accurately and in accordance with regulatory requirements.
Supporting new business opportunities by ensuring all documentation is completed and processed efficiently.
Assisting with occasional project work, including KYC and client review exercises.
Identifying opportunities to improve team processes and administrative efficiency.

You will bring:

Previous experience in an administrative role, ideally within investment management, wealth management, financial services, or a similar professional services environment.
Excellent written and verbal communication skills.
Strong organisational skills with the ability to prioritise competing demands.
High levels of accuracy and attention to detail.
A proactive approach to problem-solving and continuous improvement.
Strong numerical skills and confidence handling financial information.
A collaborative and flexible approach to teamwork.
A positive, enthusiastic, and professional attitude.

Qualifications & Experience:

GCSEs (or equivalent) including Maths and English.
A Levels or further education qualifications are desirable.
An industry-recognised qualification, such as the Investment Operations Certificate (IOC) , would be advantageous but is not essential.
A general understanding of investment management, financial markets, or investment operations would be beneficial.

Why Join Us?

Opportunity to work alongside experienced Investment Managers within a respected wealth management environment.
Exposure to a wide range of clients and investment portfolios.
Supportive team culture with opportunities for professional development.
Competitive salary and benefits package.
A varied and rewarding role where your contribution makes a genuine difference to the client experience.

Apply Now

Refine Your Search

investment manager jobs in ely, crf

Investment Managers Assistant

Senior Asset Delivery Manager

Financial Control Manager

Financial Control Manager

Financial Planning and Analysis Senior Manager

Director, Wealth Manager

Information Manager & Compliance Officer

Deputy Director - Financial Resilience and Controls

Senior Manager, Financial Crime Policy and Governance

Finance Manager - Performance and Planning

Pillar 2 Compliance, Senior Manager

UK Finance Leader

T2, Manager EMEA Private Equity Centre of Excellence, QRS, Enabling Functions

Wholesale/Foodservice Trade Marketing Manager

Pillar 2 Compliance, Manager

4051 - Head of Programmes, Maintenance & Investment for the Disused Tips Authority

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