Recruit UK, in partnership with a respected Wealth Management firm, is seeking an Investment Assistant in Norwich. You will support Investment Managers by preparing portfolio reviews, performance reports, investment presentations and client communications, ensuring accurate meeting documentation.
The role offers a competitive salary up to £38,000 DOE, hybrid working, 25 days annual leave, private medical insurance and a range of benefits.
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Wealth Management Investment Assistant - Hybrid Up to £38k in Norwich 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.