Client Advisor Assistant, Norwich

IDEX Consulting; Norwich; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading private bank in Norwich is seeking an Investment Management Assistant to enhance team efficiency and improve client interactions. This position offers an excellent opportunity to work closely with experienced professionals and supports the development of CISI qualifications. Responsibilities include managing diaries, assisting with meetings, and serving as the first contact for high-net-worth clients.

Benefits

Study support for CISI qualifications

Opportunity to work with seasoned professionals

Qualifications

• Proven experience in the financial services sector is required.
• Ability to manage team diaries effectively.
• Experience in preparing client information packs and ensuring compliance.

Responsibilities

• Manage team diaries and client meetings.
• Act as first point of contact for client queries.
• Prepare, check, and dispatch client records conforming to regulatory standards.

Skills

Strong experience within the financial services industry

Pro-active, 'can-do' attitude

Confident and professional telephone manner

Education

CISI qualifications (study support available)

Job description

A leading private bank is looking for an Investment Management Assistant to join their team in Norwich.

This role is an excellent opportunity for somebody with strong experience within the financial services industry to receive excellent exposure and ownership of their day to day role. Working with seasoned investment management professionals, this role will give the successful candidate an opportunity to liaise and be a first point of contact for high-net-worth and ultra high-net-worth clients.

Whilst you will be assisting the team, you will also be given a voice and responsibility that will help shape efficiency and future successes.

My client requires somebody with a pro-active, 'can-do' attitude along with a confident and professional telephone manner (due to the regular communication with clients). Study support is available to achieve your CISI qualifications, should you wish to further your career within the industry.

Additional duties include:

• Management of team diaries
• Provide support for client meetings including: booking meeting rooms, preparing client information packs, and post-meeting support
• Be the first point of contact for client queries and liaise with the management team
• Prepare, check, and dispatch client records, ensuring accuracy and compliance in accordance with regulatory requirements

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.