Assistant Investment Manager

We are looking to appoint an individual on a full time, permanent basis to join us as an Assistant Investment Manager in London.

You'll be responsible for assisting in the management of private client relationships and their investment portfolios or the firm’s in-house collective investments.

Please note, this role is mainly based from our offices in London 4/5 days per week.

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

What you’ll do as an Assistant Investment Manager:

1. Support the Investment Team in the development and management of client relationships, working as an integral member of a team.
2. Provide support over a very wide range of tasks. Responsibilities will vary considerably. The role holder will need to build strong relationships with the Kingswood Investment Operations team.
3. Be responsible for the day-to-day client queries and administrative matters such as setting up new accounts, sending out client documentation.
4. Organise production, checking and dispatch of valuations and client packs.
5. Assist with client suitability reviews.
6. Update databases with revised client details.
7. Deal with compliance related matters such as collation of anti-money laundering documentation, checking client documentation.
8. Liaise with operational departments to ensure that data errors, transactional delays and any other operational problems are dealt with.
9. Act as liaison point for IT, Compliance and other support departments, ensuring that problems experienced by team members are addressed and sorted and suggesting improvements.
10. Additionally, the holder may assist on some of the more straightforward professional fund management tasks, e.g.: Placing deals resulting from the portfolio review, obtaining agreement from non-discretionary clients, or arranging bulk trades for discretionary clients.
11. Dealing with clients’ queries, e.g. on performance, elections for votes and corporate actions, cash/account statements.

What we’re looking for:

1. The holder will need to be highly proficient with Excel and PowerPoint.
2. Knowledge of Morningstar and FE Analytics would be an advantage.
3. An individual who is actively working towards a CISI - Level 4 qualification.
4. Be keen to learn new systems.
5. Have a clear interest in investment markets.
6. Have an ability to relate to a broad range of individuals.
7. Have a can-do attitude.

Here at Kingswood Group, we’re all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We’re continually learning and improving our processes and policies to ensure an inclusive culture for all our employees. That’s why upon joining Kingswood, you’ll be able to contribute to our overall values to continue to make us one of the best places to work. In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress.

Teamwork, inclusivity, and culture in our business is really important to us – whilst we continue to add new benefits to offer the very best to our Kingswood Group, here is a rundown of our core benefits available to our fantastic employees:

1. 25 days annual leave.
2. An extra day off for your birthday!
3. Cycle to work scheme – If you’re an individual who enjoys a cycle into work, we’ve got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
4. Life Assurance – An insurance that pays out a lump sum to your family should you pass away in service.
5. Private healthcare – you’ll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one years’ service).
6. 2 paid volunteering days – per year, for you to dedicate your time to a cause you are passionate about.
7. Enhanced Maternity and Paternity pay for all our Kingswood Group employees.

ONE KINGSWOOD

Kingswood is passionate about creating a unified and consistent culture across all of our locations and business activities. All employees are expected to take responsibility for embodying our ‘One Kingswood’ behaviours and supporting others to live these behaviours too. Our Kingswood behaviours are:

1. Support and empower – we recognise others’ contributions and collaborate to support success.
2. Demonstrate Respect – we listen to understand and consider the impact of our words and actions.
3. Continuously Evolve – we are curious and positive in our approach; providing constructive feedback to support growth.
4. Champion Inclusivity – we embrace individuality and openness to create a vibrant, welcoming environment for all.
5. Uphold Responsibility – we treat others fairly and always learn from our mistakes.