JJ Search Limited in Norwich is seeking a Trainee Investment Executive to provide essential administrative support to a team of Investment Managers, helping deliver strong client outcomes. You will handle file notes, letters, meeting arrangements, and account openings/closings, plus transfers in Avaloq and data updates.
This role suits recent graduates or those with 1โ2 yearsโ wealth management support experience, with a keen interest in markets.
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Graduate Investment Management Assistant in Norwich employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.