IM Asset Management Limited (IMAML) is an integrated Financial Planning and Private Client Investment Management company providing planning and investment services to both professionals and individuals.  IM Asset Management Limited part of the Irwin Mitchell Group (a leading UK law firm), delivering services to clients both from within and external to the group.

With £1bn of assets under management across in excess of 900 clients IM Asset Management has ambition to accelerate its recent successful growth. 

IMAML is part of the Irwin Mitchell Group. Working here you’ll feel a part of our friendly and inclusive environment. We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things, and make a real difference to our clients and communities.

You’ll participate in maintaining our clients SIPP records, liaising directly with clients on pension administration matters supporting the financial advisers.

• Contacting clients, handling withdrawal /benefit requests, providing application/benefit forms to clients.
• Supporting the advisers in client meetings, taking notes, developing a relationship with clients directly for future contact if required.
• Maintaining client records for all SIPPs, including wrapper information, charges, client contributions/withdrawals, cash accounts - working with outgoing Pensions Manager to develop future process.

*Please note, this is a 6-month fixed term opportunity*

• Strong financial services administration experience, ideally from within a pensions or wealth management sector.
• Confident using client management or financial planning tools.
• Understanding of the CASS regulatory framework.
• Strong compliance and regulatory knowledge.
• Excellent communication skills, both written and verbal.

• Flexible working options - Make work fit around your life, not the other way around.
• 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too
• Generous and flexible pension schemes.
• Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid)
• Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.

We also offer a wide range of well-being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported to work in a way that best suits you.  This includes our Flexible by Choice programme which gives our colleagues more choice over how they wish to work subject to role and client requirements.

We have recently been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2023! 

Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.  

Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono. 

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.

Depending on the role you apply for we may carry out checks that will establish your eligibility to work in the UK, and criminal record check and financial checks ­with a credit reference agency will also be undertaken.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.