Investor Relations Assistant

Job description

INVESTOR RELATIONS EXECUTIVE – LONDON

Our client is a growing investment business with a strong reputation across the retail investor market, known for its commitment to diversity, equity and inclusion and for building teams where people can genuinely progress.

The Role

Sitting within a Retail Investor Relations team, this role provides high-quality service and support to retail investors and their financial advisers. You'll manage incoming queries by phone and email within agreed service levels, handle a range of administrative tasks, and have the opportunity to work closely with senior IR colleagues to become a go-to specialist for one of the firm's products, leading initiatives to improve related processes and communications.

Key Responsibilities

• Respond to investor and adviser queries accurately and efficiently via phone and email
• Support a newly implemented investor portal
• Manage administrative processes end-to-end, including investor transfers and exits
• Assist with periodic and ad-hoc investor/adviser communications, including valuations, reports, factsheets and dividend updates
• Support the sales team and join client meetings to provide fund performance updates
• Become a product specialist for one of the firm's tax-efficient investment products, leading related initiatives
• Identify opportunities to improve service, reduce errors and increase efficiency
• Gather and monitor investor feedback to shape service improvements
• Help organise investor events and support client retention initiatives

About You

• Strong written and verbal communication skills
• Able to plan, prioritise and work effectively under pressure
• Collaborative, proactive, and always looking to drive improvement
• Minimum 2 years' experience in a client-facing or customer service role within Financial Services
• Basic understanding of retail investment products
• Knowledge of tax-efficient products (VCTs, EIS, BR) is beneficial but not required

Extra information

Status

Open

Education Level

Secondary School

Location

City of London

Type of Contract

Full Time Jobs

Published at

14-09-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English