Are you looking to build your career within investment and wealth management? We are working with a highly respected national wealth management firm who are looking for an Investment Assistant to join their Worcester team. This is an excellent opportunity to join an established organisation with a strong reputation in the market, supporting private clients and gaining valuable exposure within the investment space. Working alongside experienced investment professionals, you will have the opportunity to develop your knowledge, build strong technical skills and become part of a team that is committed to delivering an exceptional service to clients. The business is passionate about investing in its people, creating a supportive environment where employees are encouraged to learn, progress and build long-term careers. The role: Supporting investment administration and client servicing activities Assisting with the ongoing management of client portfolios Preparing and maintaining accurate client documentation and records Liaising with internal teams to ensure a seamless client experience Supporting investment processes and providing high-quality administrative support About you: Experience within financial services, wealth management, investments or financial planning administration Strong attention...
Investment Assistant employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
