At a Glance
- Tasks: Support investment administration and assist with client portfolio management.
- Company: Join a respected national wealth management firm in Worcester.
- Benefits: Gain valuable exposure, develop skills, and enjoy a supportive work environment.
- Other info: Opportunity for long-term career growth in a passionate team.
- Why this job: Build your career in investment while working alongside experienced professionals.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 27000 - 33000 £ per year.
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 to detail with excellent organisational s...
Investment Assistant employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
