The Role

The purpose of the role is to administer our range of Model Portfolios across our investment platforms.

You will be responsible for the accuracy and timeliness of trading activity and responsible for generating performance, management and regulatory information. You will act as the point of contact with advisers and advisory administrators in respect of client portfolios as required.


The ideal person



  • Responsible for the accurate implementation of trading instructions given by portfolio managers in respect of a designated range of portfolios on a number of retail platforms.
  • Responsible for generating performance and risk management information for the portfolios.
  • Responsible for obtaining and disseminating platform management information to support AUM and fee reporting.


  • The ideal candidate will have some experience working with investment platforms and an interest in a career within investment management.
  • The role requires a good analytical mindset, with high attention to detail and the ability to work under pressure and to tight deadlines when required.
  • A good overall understanding and knowledge the UK regulatory environment and investment management processes and systems would be beneficial.


  • Advisory or Investment Management qualifications or the desire and capability to work towards them.

Apply direct to our recruitment team

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