Investment Assistant

IDEX Consulting Ltd; Norwich; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Established firm

Career development

Long-term career

Job summary

IDEX Consulting Ltd in Norwich is working with a highly established wealth and investment management business to appoint an Investment Assistant to join the Portfolio Management team. You will provide high‑quality administrative and operational support to Investment Managers to ensure clients receive excellent service and strong outcomes.

This role offers exposure to portfolio management, client servicing and the wider investment process.

Qualifications

• RQF Level 3 CISI qualification or commitment to achieve this within an agreed timeframe.
• Strong Word, Excel and PowerPoint skills.
• Excellent attention to detail and organisational skills.
• Strong communication and interpersonal skills.
• Client-focused approach and ability to work independently within a team.

Responsibilities

• Provide administrative support to Investment Managers across client-related activities.
• Assist with client meeting preparation, pitches, correspondence and file notes.
• Support opening and closing of accounts, stock transfers and payments.
• Maintain accurate client and account information on internal systems.
• Produce reports and analysis using Excel and internal portfolio management systems.
• Assist with execution and booking of trades based on instructions.
• Provide administration and operational support to the wider investment team.
• Contribute to projects, process improvements and best-practice initiatives.
• Continue to develop knowledge of the investment industry and financial markets.

Skills

Attention to detail

Communication

Teamwork

Education

RQF Level 3 CISI

CISI commitment

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

We are working with a highly established wealth and investment management business that provides investment management and wealth solutions to private clients.

Our client is looking to appoint an Investment Assistant to join their Portfolio Management team in Norwich. The successful candidate will provide high-quality administrative and operational support to Investment Managers, helping to ensure clients receive an excellent service and good outcomes.

This is an excellent opportunity for someone looking to develop their career within investment management and gain exposure to portfolio management, client servicing and the wider investment process.

Key Responsibilities

• Provide administrative support to Investment Managers across a range of client-related activities.
• Assist with client meeting preparation, pitches, correspondence and file notes.
• Support the opening and closing of accounts, stock transfers and payments.
• Maintain accurate client and account information on internal systems.
• Produce reports and analysis using Excel and internal portfolio management systems.
• Assist with the accurate execution and booking of trades based on instructions.
• Provide administration and operational support to the wider investment team.
• Contribute to ongoing projects, process improvements and best-practice initiatives.
• Continue to develop knowledge of the investment industry and financial markets.

About You

We are looking for an organised, accurate and proactive individual who is keen to develop a career within investment management.

You will ideally have:

• An RQF Level 3 CISI qualification, or a commitment to achieve this within an agreed timeframe.
• Strong Microsoft Word, Excel and PowerPoint skills.
• Excellent attention to detail and organisational skills.
• Strong communication and interpersonal skills.
• A client-focused approach and a commitment to delivering excellent service.
• The ability to work independently while contributing effectively within a wider team.
• An understanding of regulatory and compliance requirements within financial services.

The Ideal Candidate

This role would suit an Investment Administrator, Investment Assistant or experienced Financial Services Administrator who is looking to progress within a professional investment management environment.

You will be proactive, ambitious and keen to expand your technical knowledge of investments and financial markets, while developing your career within an established team.

What’s on Offer

• Opportunity to join an established investment and wealth management business.
• Norwich-based Portfolio Management position.
• Exposure to Investment Managers, clients and portfolio management.
• Support for relevant professional development and qualifications.
• Opportunity to build a long-term career within investment management.
• Collaborative and professional working environment.