Senior Investment Assistant

About the Role
Our client, a highly regarded wealth management firm, is seeking an experienced Senior Investment Assistant to join their Leeds-based team. This is a key position within the front office support function, offering the opportunity to work closely with Investment Managers while delivering an exceptional client experience.
You will play a pivotal role in supporting client portfolios, overseeing administrative processes, and acting as a senior point of contact for both internal stakeholders and external partners. This role also includes mentoring junior team members and contributing to ongoing operational improvements.

Key Responsibilities

• Act as the primary contact for administrative queries relating to client portfolios
• Provide high-quality support to Investment Managers, including trade processing and client servicing
• Oversee and ensure timely, accurate execution of administrative tasks
• Take ownership of account opening processes, ensuring full regulatory compliance
• Allocate and review work across the support team, providing guidance and mentoring
• Build strong working relationships across departments (e.g. compliance, treasury, client onboarding)
• Support and contribute to process improvements and internal projects
• Handle escalations and complex queries, acting as a technical expert within the team
• Ensure all activities adhere to regulatory standards and internal policies

Skills & Experience Required

• Previous experience in a similar front office or investment support role within wealth or asset management
• Level 4 qualification (e.g. Investment Advice Diploma) preferred
• Strong understanding of investment operations and client servicing
• Excellent organisational skills with high attention to detail
• Ability to prioritise workload and meet tight deadlines
• Strong communication skills, both written and verbal
• Proactive mindset with a focus on continuous improvement
• Collaborative team player with leadership capability

Technical Skills

• Proficient in Microsoft Office (especially Outlook, Excel, Word)
• Familiarity with front office systems is advantageous

What's on Offer

• Opportunity to join a well-established and respected wealth management environment
• Collaborative and professional team culture
• Exposure to senior stakeholders and complex client work
• Career progression and development opportunities
• Competitive remuneration package including discretionary bonus

Additional Information
This role requires a strong understanding of regulatory requirements within financial services, including compliance, data protection, and financial crime prevention.
Our client is committed to fostering an inclusive and diverse workplace and welcomes applications from all qualified candidates. Reasonable adjustments are available throughout the recruitment process upon request.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.