Reasons To Apply

1. Strong development pathway: Structured training, a clear competency plan and ongoing reviews provide an excellent foundation for building a long-term career in financial services operations.
2. Exposure and responsibility: The role offers hands-on experience across client onboarding, dealing, cash management and client servicing within a growing investment environment.

Job Summary

This role supports the day-to-day operational and client service activities within a growing investment management business. It combines administrative processing, client interaction and operational support, with clear progression as knowledge and capability develop.

The Client

The client is a fast-growing investment manager supporting a wide range of stakeholders including financial advisers, retail investors, banks and high-net-worth individuals. They operate a values-led culture focused on collaboration, accountability and delivering a high-quality client experience.

Key Responsibilities

1. Maintaining accurate data across internal systems
2. Assisting with report production and distribution
3. Processing client onboarding applications and trade entries
4. Supporting dealing, settlement and cash management processes
5. Handling client enquiries via email and telephone within agreed SLAs
6. Assisting with reconciliations, payments and ad-hoc operational projects

The Successful Candidate

The successful candidate will have a proactive, can-do attitude with strong attention to detail and organisational skills. They will be eager to learn, quick to pick up new processes, supportive of colleagues and capable of taking ownership of tasks and the client experience, with prior financial services experience being beneficial but not essential.

This role is perfect for a recent graduate or a student graduating this summer!

What’s On Offer

1. Hybrid working with a central London office
2. Comprehensive onboarding, training and ongoing development
3. Regular performance reviews and clear progression opportunities
4. A collaborative, inclusive culture where contribution is recognised
5. Increased responsibility and exposure based on performance rather than tenure