Investment Manager’s Assistant

Heat Recruitment; Norwich; On-site; GBP 30,000 - 35,000; Full time

Job summary

A long-established investment management firm in Norwich is looking for an Investment Managers Assistant. The successful candidate will provide vital support to Investment Managers, ensuring efficient operations and exceptional service for clients. This role is perfect for organized individuals aiming to develop a career in investment management, with opportunities for professional growth.

Benefits

Supportive working environment

Opportunities for professional development

Qualifications

• Previous experience in financial services or similar administrative role is required.
• Excellent organisational and communication skills needed.
• High attention to detail and ability to manage multiple tasks under pressure.

Responsibilities

• Provide administrative support to Investment Managers.
• Assist in preparing client reports and investment reviews.
• Maintain accurate client records in line with regulatory standards.

Skills

Organisational skills

Communication skills

Attention to detail

Proficiency in Microsoft Office

Tools

CRM platforms

Investment platforms

Job description

Location

NORWICH

Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref88035

Investment Managers Assistant
Norwich
Salary: Up to £35,000, depending on experience

A long-established and highly regarded investment management firm based in Norwich is seeking a proactive and highly organised individual to join their team as an Investment Managers Assistant.

This is an excellent opportunity to become part of a firm known for delivering tailored investment solutions and a strong client-focused approach. The successful candidate will support one or more Investment Managers, ensuring the highest standards of service are upheld across all client interactions.

Key Responsibilities:

Provide administrative and operational support to Investment Managers

Assist in the preparation of client reports, investment reviews, and presentations

Maintain accurate and up-to-date client records in line with regulatory standards

Liaise with clients, custodians, and internal departments to support day-to-day investment operations

Monitor and respond to client queries in a timely and professional manner

Help coordinate account openings, transfers, and related documentation

Key Requirements:

Previous experience in financial services or a similar administrative role

Excellent organisational and communication skills

High attention to detail and the ability to manage multiple tasks under pressure

Proficiency in Microsoft Office and familiarity with CRM or investment platforms

A professional and discreet approach to handling sensitive information

Progress toward relevant industry qualifications (e.g. CISI) is advantageous but not essential

This role offers a supportive working environment with opportunities for professional development. It is ideal for someone looking to build a career in investment management through a hands-on support role.