Assistant Portfolio Manager

Investment Advisor

Ref: 1486Monday 20 June 2022

Up to £26k dependent upon experience

Do you have experience within Financial Services or Wealth Management? Are you looking to kick-start your career with a growing, people-focused company? Then we may have just the role for you!

Our client, based in Chichester, is looking for an experienced administrator to act as the main focal point between clients and internal teams – providing vital administrative, operational and client service support to ensure a consistently high level of service is delivered to all clients.

You will need to have strong administrative experience, ideally from within a Financial Services or Wealth Management setting, be able to demonstrate exceptional organisational and analytical skills and have excellent communication skills.

This is a full time position - Mon-Fri 0830-1700 / 0900-1730 - with the potential for hybrid working once training is complete.


Duties to include:

  • Managing client relationships and provide an outstanding service via email, telephone and face to face
  • Provide high quality support to internal teams
  • System admin & maintenance, including checking of client files to ensure all required documents are included
  • Responding to ad-hoc client queries and covering in the absence of senior team managers


The salary available salary for this role is £24,000 - £26,000 dependent upon experience & relevant qualifications as well as a host of benefits, including a discretionary annual bonus scheme, Private medical and cycle to work scheme.

Don't worry if you don't tick all of the boxes above, we welcome applications from all candidates regardless of background or experience level. If you're looking for a new opportunity, one of our experienced consultants will be happy to have a confidential conversation with you and give you more details on this or any of our other vacancies with our ever-growing list of clients!

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