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HR/L&D Assistant, Investment Management

  • Salary: £35,000 - £40,000 + benefits
  • Location: City of London
  • Consultant: Philippa Birdwood | 020 7588 8999
  • Reference: 22730
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Are you an organised and proactive HR Assistant with a strong interest in people management, professional standards and financial services?

Are you looking for a broad and hands-on role which offers variety and scope across HR, L&D and regulatory training functions?

Do you enjoy taking ownership of projects and administration – following processes and helping to enhance ways of working?

If you are also a strong communicator who builds trust and relationships easily, we’d love to hear from you! A highly respected Investment Management firm is looking a superstar to play a key role in HR and L&D administration.

Hybrid working: 3/2

What you’ll be doing day to day:

  • Providing comprehensive administrative support across all HR processes
  • Supporting with recruitment activities;  posting vacancies, liaising with agencies and candidates, scheduling interviews and preparing offer documentation
  • Running the new joiner and leaver processes, ensuring all pre-employment checks, onboarding tasks, IT access and mandatory training are completed
  • Co-ordinating inductions, probation reviews and exit processes
  • Acting as a first point of contact for HR queries, managing the HR inbox
  • Providing administrative support to the Head of Learning & Development
  • Co-ordinating internal training events and external providers, managing logistics and schedules
  • Tracking spend against budget and ensuring timely invoice processing
  • Producing management reports, including quarterly L&D reports, CPD dashboards and organisational charts
  • Manage the firm’s e-learning platform
  • Supporting professional qualification pathways (CISI, CFA, CII)
  • Act as the main point of contact for CPD schemes and audits
  • Supporting regulatory Training & Competence requirements

The skills you need to bring:

  • 3+ years’ experience in an HR environment, ideally financial services
  • Strong IT literacy, with advanced MS Office skills and confidence learning new systems
  • Highly organised, detail-focused and able to manage multiple priorities independently
  • Clear and professional written and verbal communication skills
  • Proactive approach to time management and stakeholder engagement
  • Interest in HR, Learning & Development, financial services and professional standards
  • Comfortable working with staff at all levels

Posted date: 29 Jan 2026

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