Investment Assistant

As a member of one of the Bespoke Investment Management teams in London, you will assist in both investment strategy and administration for existing and new clients. You will also commence or continue your study to enable you to develop into a junior investment manager, undertaking the CISI or CFA exam program over a three-to-four-year period.

As a member of one of the Bespoke Investment Management teams in London, you will assist in both investment strategy and administration for existing and new clients. You will also commence or continue your study to enable you to develop into a junior investment manager, undertaking the CISI or CFA exam program over a three-to-four-year period.

• Assisting Investment Managers with managing client relationships including the regular reporting and suitability review process
• Helping to co-ordinate new client pitches and supporting the onboarding of new clients
• Assist clients with all administration-related queries, offering support to other team members if required to efficiently and effectively respond.
• Assist with correct record keeping practices across the team, highlighting and rectifying any issues across company systems.
• Gather and assist in the production of suitability documentation and ensure reviews are completed as required according to individual client agreements.
• Supporting team and firmwide investment process
• Organising reporting for monthly team investment meetings
• Helping prepare internal and external investment reports
• Working with Financial Planners for Integrated Clients
• Proactively seek to improve on processes and procedures, challenging where required
• Taking an active role in their own continuous learning.

• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

• Educated to at least undergraduate level
• Excellent attention to detail
• Strong interest in finance, economics and companies
• Numerate with Strong MS Office skills, especially Excel and Power Point
• Strong communication, presentational and interpersonal skills (verbal and written) including Report writing.
• Proactive nature, demonstrating a desire to gain efficiencies and improve procedures
• Ability to work to tight deadlines with consistent accuracy and willing to help and assist to get the right client outcome
• Confident to suggest ways of improving the service currently offered especially in relation to use of AI
• Proven ability to take the initiative
• Team player

At Trinity Bridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

At Trinity Bridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of…