Investment Manager Assistant

Jenson Fisher Consulting Ltd; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a leading Wealth Manager in London as an Investment Manager's Assistant. This dynamic role offers hands-on experience in Wealth Management, supporting Investment Managers while paving your way towards a future as a Trainee Investment Manager. Benefit from a friendly work environment and core working hours from Monday to Friday.

Benefits

Dynamic role in a respected Wealth Manager

Stepping stone to Investment Manager position

Supportive colleagues

Qualifications

• Strong educational background in relevant subjects.
• Previous experience in administration.
• Interest in Financial Markets.

Responsibilities

• Providing support to Investment Managers for client experiences.
• Acting as the first point of contact, handling enquiries.
• Managing essential administrative duties.

Skills

Communication

Proactivity

Attention to Detail

Education

A-level or equivalent

Job description

Are you looking for an exciting opportunity to launch your career in the financial services industry? We’re on the hunt for a proactive and detail-oriented Investment Manager's Assistant to join our client's West London office and support their team of Investment Managers in delivering outstanding service to clients and prospects.

This is more than just an administrative role—it’s your chance to gain hands-on experience in Wealth Management, develop essential industry skills, and even pave the way towards a future as a Trainee Investment Manager.

What You'll Be Doing:

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  Providing vital support to Investment Managers to ensure seamless client experiences.

  
  


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  Acting as the first point of contact—answering calls, handling enquiries, and directing messages efficiently.

  
  


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  Welcoming clients with professionalism and warmth, ensuring their visit is smooth and enjoyable.

  
  


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  Managing essential administrative duties, including handling client correspondence, completing forms, and filing documentation.

  
  


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  Setting up and maintaining meeting rooms for client and prospect engagements.

  
  


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  Keeping investment materials, brochures, and product packs up to date and presentable.

  
  


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  Monitoring office supplies and ensuring the team has everything they need to excel.

  
  

What We're Looking For:

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  A strong educational background (at least A-level or equivalent, preferably in relevant subjects).

  
  


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  Previous experience in administration—financial services experience is a plus but not essential.

  
  


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  Exceptional communication skills, both written and verbal.

  
  


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  A proactive mindset with high standards for work quality.

  
  


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  A genuine interest in Financial Markets.

  
  

Why Join?

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  A dynamic role in a respected and ward-winning Wealth Manager.

  
  


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  The perfect stepping stone towards a future career as an Investment Manager.

  
  


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  Supportive colleagues and an engaging work environment.

  
  


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  Monday to Friday, 9:00am - 5:30pm core working hours.