Recruit UK is partnering with a well-regarded Wealth Management firm to recruit an Investment Assistant in Norwich. You will support Investment Managers by preparing portfolio reviews, performance reports, and client communications, while assisting with meeting documentation.
The role offers a competitive salary up to £38,000 dependent on experience, 25 days’ annual leave, pension, private medical insurance, and a range of benefits. Hybrid working is available.
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Investment Assistant — Wealth Management (Hybrid) in Costessey employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
