Date posted:
Job type:
Full time
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Short Company Profile:    

Established in 2012, the Beaufort Group of Companies is a leading provider of retail financial services advice and products. With offices throughout the UK, the Group delivers high-quality financial planning and investment services through its subsidiaries, Beaufort Financial and YOU Asset Management (YOU).

Inspired by clients, YOU is an award-winning discretionary fund management firm with a 16-year track record and over £1.3billion in funds under management on behalf of private investors, trusts, charities, and corporate bodies. The firm offers a series of Active, Income, Enhanced Passive and Ethical Model Portfolios as well as its own Multi-Asset Blend Funds.

Role Responsibilities, Principal Objectives & TCF

  • Supervision of the Investment Administration, including regular one to one’s, reviews, and team meetings
  • Manage teams’ holiday, sickness, and whereabouts through IRIS HR Professional
  • Oversee and assist in the day-to-day trading requirements of YOU Asset Management Ltd., its subsidiaries and external investment partners. This includes the investment of client cash, sales, and withdrawals into the funds
  • Co-ordinate and oversee the switching process on our model portfolios
  • Liaise with platforms any new funds required to be added and maintain platform relations
  • Be a point of contact with the Investment team and support any changes in our investment strategy
  • Oversee the Company’s client database by entering new and updated customer and account information
  • Represent the Investment Administration team in the CFOHR meetings
  • Report to the CFOHR relevant updates within the team and upcoming projects, and issues
  • Assist in the successful management of the YOU Asset Management Ltd. propositions, including the running of the quarterly T0 investment process for the model portfolios and funds
  • Oversee the management of the centralised mailboxes, in line with published service standards
  • Assist in the preparation of Group documentation including fact sheets and quarterly reviews
  • Collating relevant business information and data, providing full analysis on a daily, weekly, or monthly basis as required
  • Identify and implement process improvements and small-scale enhancements within the team processes
  • Hold regular stakeholder meetings with platforms and external vendors

Competenticies and behaviours required

Communication: Ability to communicate with all levels of the organisation, including Directors, Senior Management, internal & external partners, Advisers and support staff. High level of attention to written communications and numerical detail.

Teamwork: Ability to work well with others across multiple departments.

Problem solving: Highlighting and pre-empting problems and offering solutions proactively.

Self-management: Essential

Planning & organising: According to the priorities given and meeting various internal and regulatory deadlines.


Knowledge of the following highly beneficial:

Software – Microsoft Windows, iOS and Android Operating System Microsoft Office (particularly Word and Excel), Microsoft CRM Dynamics, Intelligent Office

Hardware – PC and Laptop, Tablet, Mobile, Telephony (Samsung Officeserv)


The job holder should either hold the completed Chartered Insurance Institutes, Diploma in Regulated Financial Planning or the Chartered Institute for Securities & Investment, Investment Operations Certificate or equivalent qualification e.g., IOC.  Alternatively, a candidate must be willing to sit the required examination within twelve months of a successful application. Ability to identify learning gaps in self and suggest solutions to fill those gaps.


Minimum five years’ experience in the financial services industry. Trading experience preferred. Direct equity and OEICs trading experience favourable, but not essential.