Investment Managers' Assistant - Tunbridge Wells - Charles Stanley & Co.

    Charles Stanley & Co.
    Charles Stanley & Co. Tunbridge Wells

    3 days ago

    Description

    We're looking for a proactive and detail-oriented Investment Managers' Assistant to join our supportive and collaborative team. In this role, you'll play a key part in ensuring service to a diverse range of clients.

    You'll provide high-quality administrative support, help maintain accurate records, and assist with client communications. This is a non-regulated position, focused on administration and organisation, but with opportunities to contribute to client relationship management.

    What You'll Do:

    • Provide a wide range of administrative services to support the team.
    • Keep the office running smoothly, including managing supplies, mail, and equipment.
    • Handle client queries with professionalism and care, ensuring accurate records are maintained.
    • Support investment managers by preparing documentation, meeting materials, and client reports.
    • Maintain compliance logs and promote a culture of accountability.
    • Assist with portfolio administration, valuations, and payments.
    • Liaise with colleagues across departments to ensure efficient processes.
    • Welcome clients warmly when they visit and help create a positive experience.
    • Contribute ideas to improve efficiency and enhance client service.
    • Take part in occasional projects, such as gathering Know Your Client (KYC) information.

    What We're Looking For:


    We welcome applications from people of all backgrounds and experiences. If you're organised, adaptable, and eager to learn, we'd love to hear from you.

    Essential skills and qualities:

    • Strong communication skills, both written and verbal.
    • Highly organised with excellent attention to detail.
    • Comfortable working under pressure while maintaining accuracy.
    • Initiative and problem‑solving ability.
    • Team‑focused, with flexibility to support different working styles.
    • Positive, enthusiastic, and approachable.

    Qualifications & Experience:

    • GCSEs (or equivalent) including Maths and English.
    • A Levels or further qualifications are a plus.
    • Experience in a similar environment is helpful, but not essential.
    • Knowledge of investment operations or the stock market is an advantage.
    • Industry qualifications (e.g., Investment Operations Certificate) are welcomed but not required.

    #J-18808-Ljbffr
  • Work in company

    Assistant Manager

    Only for registered members

    No CV to hand? No problem We've made our application process mobile friendly and removed the need for a CV. · As Assistant Manager at the Hand & Sceptre, you'll bring your experience to the table,supporting the General Manager in leading your team to success. · ...

    Southborough

    3 weeks ago

  • Work in company

    Assistant Manager

    Only for registered members

    We've made our application process mobile friendly and removed the need for a CV. · ...

    Southborough, England

    3 weeks ago

  • Work in company

    Investment Managers' Assistant

    Only for registered members

    Description · About the Role: · We're looking for a proactive and detail-oriented Investment Managers' Assistant to join our supportive and collaborative team. In this role, you'll play a key part in ensuring our investment managers can deliver excellent service to a diverse rang ...

    Tunbridge Wells, Kent, United Kingdom

    3 days ago

  • Work in company

    Audit Assistant Manager

    Only for registered members

    Company Description · At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK's top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and ...

    Royal Tunbridge Wells, England £38,000 - £65,000 (GBP) per year

    5 days ago

  • Work in company

    Assistant General Manager

    Only for registered members

    · Job Description · COMPANY OVERVIEW · We are a young and dynamic hospitality group run by passionate and creative team of professionals. We run places where people meet to work or enjoy time with friends. Our bars and restaurants are relaxed but full of character. We are crazy ...

    Tunbridge Wells, United Kingdom

    4 days ago

  • Work in company

    Investment Managers' Assistant

    Only for registered members

    We're looking for a proactive and detail-oriented Investment Managers' Assistant to join our supportive and collaborative team. · GCSEs (or equivalent) including Maths and English. · A Levels or further qualifications are a plus. · ...

    Royal Tunbridge Wells Full time

    1 month ago

  • Work in company

    Audit Assistant Manager

    Only for registered members

    The role of Audit Assistant Manager in the accountancy industry requires expertise in accounting and finance to manage client audits efficiently. · ...

    Royal Tunbridge Wells

    1 month ago

  • Work in company

    Investment Managers' Assistant

    Only for registered members

    We're looking for a proactive and detail-oriented Investment Managers' Assistant to join our supportive and collaborative team. In this role,you'll play a key part in ensuring our investment managers can deliver excellent service to a diverse range of clients. · You'll provide hi ...

    Royal Tunbridge Wells

    1 month ago

  • Work in company

    Assistant Deputy Manager

    Only for registered members

    Department: · Nursery Education · Location: · Tunbridge Wells, Kent · Compensation: · £32,136 - £34,133 / year · Description · We're more than just a nursery group. We're the UK's most innovative early-years education provider. · At N Family Club, we dreamed of reimagining early ...

    Royal Tunbridge Wells, England £26,000 - £38,000 (GBP) per year

    3 days ago

  • Work in company

    Audit Assistant Manager

    TPF Recruitment

    TPF Recruitment is hiring on behalf of a fantastic firm of chartered accountants in Tunbridge Wells, seeking an Audit Assistant Manager to join their team. · Our client is a well established firm of Accountants and Business Advisors based in Tunbridge Wells, which has enjoyed str ...

    Royal Tunbridge Wells £38,000 - £65,000 (GBP) per year

    5 days ago

  • Work in company

    Assistant Restaurant Manager

    Only for registered members

    +Job summary · Welcome to The Ivy Collection, we embody timeless elegance and vibrant hospitality in every guest experience. · We're searching for a passionate Assistant Restaurant Manager. · This is a great opportunity to join a dynamic and supportive team and become part of som ...

    Royal Tunbridge Wells

    1 month ago

  • Work in company

    Audit Assistant Manager

    Only for registered members

    We are seeking a talented Audit Assistant Manager to join our Audit team in our Tunbridge Wells office. · ...

    Royal Tunbridge Wells

    1 month ago

  • Work in company

    Retail Assistant Manager

    Only for registered members

    +Please note that this part-time role involves working on a rota basis in our showrooms at Clearwell Mobility in Royal Tunbridge Wells. · ...

    Royal Tunbridge Wells TN AP

    1 week ago

  • Work in company

    Assistant Deputy Manager

    Only for registered members

    · We're more than just a nursery group. We're the UK's most innovative early-years education provider. · At N Family Club, we dreamed of reimagining early years education. Becoming a place that fosters creativity, embraces a curriculum-led approach, and prepares children for the ...

    Tunbridge Wells, Kent £26,000 - £38,000 (GBP) per year

    2 days ago

  • Work in company

    Assistant Deputy Manager

    Only for registered members

    Department: Nursery Education · Location: Tunbridge Wells, Kent · Compensation: £32,136 - £34,133 / year · Description · We're more than just a nursery group. We're the UK's most innovative early-years education provider. · At N Family Club, we dreamed of reimagining early years ...

    Royal Tunbridge Wells £26,000 - £38,000 (GBP) per year

    3 days ago

  • Work in company

    Corporate Tax Assistant Manager

    Only for registered members

    We're searching for a confident and knowledgeable tax professional to play a key role in our growing Corporate Tax Advisory team. · ...

    Wells

    1 week ago

  • Work in company

    Acting Assistant Service Manager

    Only for registered members

    We are looking for an Acting Assistant Manger to join our Service The Pines, it is a busy active service supporting fifteen people who have Learning Disabilities, physical disabilities, communication difficulties and who may display behaviour that is challenging. · Experience in ...

    Tunbridge Wells, Kent

    2 weeks ago

  • Work in company

    Audit & Accounts Assistant Manager

    Only for registered members

    Your new company · A forward-thinking accountancy practice serving clients across Kent and the South East. · With over 30 years of experience, · they pride themselves on delivering expert financial guidance with a personal touch. ...

    Royal Tunbridge Wells, England

    4 weeks ago

  • Work in company

    Audit & Accounts Assistant Manager

    Only for registered members

    Your new company · A forward-thinking accountancy practice serving clients across Kent and the South East. With over 30 years of experience, they pride themselves on delivering expert financial guidance with a personal touch. Their team of qualified professionals supports busine ...

    Royal Tunbridge Wells £50,000 - £60,000 (GBP) per year

    1 week ago

  • Work in company

    Assistant Manager

    Only for registered members

    We offer great career opportunities and an uncapped bonus scheme to join us as an Assistant Manager and play a key role in driving the success of your centre. · You'll support the Centre Manager, lead the team and keep the customer journey at the heart of everything we do. From s ...

    Tonbridge

    1 week ago

  • Work in company

    Acting Assistant Service Manager

    Only for registered members

    We are looking for an Acting Assistant Manger to join our Service The Pines. · ...

    Royal Tunbridge Wells TN GU

    2 weeks ago

Jobs
>
Royal Tunbridge Wells