Investment Assistant - part time

Financial Services Administration

Reference ID



Financial Services Administration


£22,000 for 21 hours per week

Contact Person

Angela Liscombe

Job description

Investment Assistant - part time, ideally 3 days per week, however this is negotiable

Cropston, Leicestershire (our Ref AL910)

Salary £22,000 for 21 hours per week


We are looking for a person with a pleasant personality and who is prepared to take a keen interest in our business and would like to work in a pleasant and engaging atmosphere. The work will be easily achieved by a competent person working 21 hours per week and the total salary package will be £22,000 per annum plus pension contributions.


Work function


Dealing with general administration of investment portfolios, including purchase and sale of securities. Discussions and interaction with stock brokers and other financial institutions.

Preparing valuations for clients and interacting with them on a regular basis.

Administering all management systems in respect of client records and management.

Maintaining business accounts including payment of  VAT and PAYE returns.

Preparing and submitting periodic financial returns to the FCA.

Maintaining adequate compliance systems and ensuring that investment managers are showing appropriate due diligence.


The job is varied and challenging and presents an opportunity to develop skills, knowledge and understanding within a very interesting investment operation established over 35 years ago. The successful applicant will assist two investment professionals managing investment strategies on behalf of private clients and maintaining procedures which provide a high level of service.


If this role is of interest and you have relevant experience within either investments or financial services, then please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

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