Investment Assistant

Investment Assistant Job Description Template

Our company is looking for a Investment Assistant to join our team.


  • Keeping up to date with FCA regulations;
  • Allocating payments;
  • Processing payments to other providers;
  • Arranging payments to Fund Managers;
  • Processing all income and accumulation dividends;
  • Setting up and maintaining regular contributions and withdrawals;
  • Dealing with new business applications for ISA/SIPP/GIA/Bonds;
  • Liaising with Investment Managers to arrange acquisition of funds;
  • Liaising with Fund Managers to complete in-specie transfers;
  • Processing specie transfers in and out.


  • 20% Non-contributory Personal Pension scheme;
  • 25 days Holiday, rising to 28 days based on length of service;
  • Private health insurance, up to family cover;
  • Life Assurance – 7 x salary & Income protection insurance.