Investment Assistant

Recruit UK; Costessey; Hybrid; GBP 23,000 - 38,000; Full time

Benefits offered by this job

25 days annual leave

Auto-enrolment pension

Share Incentive Plan

Private Medical Insurance

Death in Service

Income Protection

Enhanced maternity leave

Paid paternity leave

Electric car scheme

Cycle to work

Job summary

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.

Qualifications

• Experience in an administrative or client support role within financial services is preferred.
• Working towards or holding an RQF Level 3 CISI qualification is highly advantageous.
• Commitment to achieving the RQF Level 4 CISI Investment Advice Diploma.

Responsibilities

• Assist with portfolio management and operations, including trade execution, portfolio monitoring, account administration, KYC/CDD processes, and regulatory compliance.
• Build and maintain client and intermediary relationships, prepare proposals, conduct investment research, and support new business opportunities.

Skills

Administrative experience

Client support

Financial services knowledge

Education

RQF Level 3 CISI qualification

Pursuing CISI Level 4 Investment Advice Diploma

Tools

Word

Excel

PowerPoint

Job description

Job Title: Investment Assistant

Industry: Financial Services

Location: Norwich

Salary: Up to £38,000 DOE

Reference Number: 10575

Recruit UK is working with a well-respected Wealth Management firm in Edinburgh, offering an excellent opportunity for an experienced Investment Assistant to join their growing team.

As an Investment Assistant you will play a key role in supporting Investment Managers in delivering exceptional client service by preparing portfolio reviews, performance reports, investment presentations, client communications, and meeting documentation.

Responsibilities:

• Assist with portfolio management and operations, including trade execution, portfolio monitoring, account administration, KYC/CDD processes, and ensuring compliance with regulatory and internal standards
• Build and maintain client and intermediary relationships, preparing proposals for prospective clients, conducting investment research, and supporting new business opportunities

What's in it for you:

• Competitive salary up to £38,000 (depending on experience)
• 25 days' annual leave, increasing with length of service
• Auto-enrolment pension
• Share Incentive Plan
• Private Medical Insurance
• Death in Service (DIS) cover
• Income Protection
• Enhanced maternity leave
• Paid paternity leave
• Electric car scheme
• Cycle to work scheme
• Hybrid working

Skills and experience required:

• Previous experience in an administrative or client support role within the financial services is preferred
• Working towards or holding an RQF Level 3 CISI qualification is highly advantageous
• A commitment to achieving the RQF Level 4 CISI Investment Advice Diploma
• Strong proficiency in Word, Excel, and PowerPoint is required