Investment Assistant - Wealth Management Support (Worcester)

TipTopJob; Worcester; On-site; GBP 20,000 - 33,000; Full time

Benefits offered by this job

25 days annual leave

Pension 7.5% employer matching

Private medical insurance

Job summary

Hawk3 Recruitment is working with a leading UK wealth management firm to recruit an Investment Assistant for their Portfolio Management team based in Worcester. You will provide comprehensive administrative support to Investment Managers, helping to ensure client portfolios are managed efficiently and accurately.

Working closely with colleagues, you will prepare file notes, arrange client meetings and build strong client relationships while maintaining high professional standards.

Qualifications

• Experience in financial services or investment management.
• Commitment to outstanding client service.
• Excellent attention to detail.
• Strong written and verbal communication.
• Ability to prioritise workloads and work independently.
• Collaborative with good interpersonal skills.

Responsibilities

• Provide admin support to Investment Managers and Portfolio Management team.
• Prepare notes, correspondence, and client documents.
• Arrange client meetings and assist with prep.
• Maintain client relationships with accurate admin support.
• Open/close client investment accounts.
• Process stock transfers and client payments.
• Update client information in internal systems.
• Produce reports using Excel and portfolio systems.
• Assist with trades per instructions and procedures.
• Support investor presentations and team projects.
• Ensure FCA compliance and internal procedures.

Skills

Highly organised

Proactive

Client service

Communication skills

Independent working

Interpersonal skills

MS Word

MS Excel

PowerPoint

Education

RQF Level 3 CISI qualification

Tools

Avaloq

Job description

Hawk3 Recruitment is working with a leading UK wealth management firm to recruit an Investment Assistant for their Portfolio Management team based in Worcester. You will provide comprehensive administrative support to Investment Managers, helping to ensure client portfolios are managed efficiently and accurately.

Working closely with colleagues, you will prepare file notes, arrange client meetings and build strong client relationships while maintaining high professional standards.