Wealth Management Assistant , Investment Management , Worcester

JR United Kingdom; Redditch; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established Wealth Management firm in Redditch is looking for a Wealth Management Assistant to support Investment Managers in client relationship management and daily administrative tasks. The role includes preparing client meetings, handling portfolio tasks, and providing administrative support while ensuring high standards of client service.

Qualifications

• Interest in Wealth Management and client support roles.
• 1-2 years Financial Services Client Support experience preferred.

Responsibilities

• Support Investment Managers with daily client administrative tasks.
• Help develop client relationships and provide first-class investment administrative support.
• Assist with trade placements and produce reports from Avaloq data.

Skills

Organizational skills

Attention to detail

Interpersonal skills

Team working

Influencing skills

Education

Recent Financial graduate

Tools

Excel

Word

PowerPoint

Job description

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Wealth Management Assistant, Investment Management, Worcester, Redditch

Client:

JJ SEARCH LIMITED

Location:

Redditch, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

3

Posted:

10.06.2025

Expiry Date:

25.07.2025

Job Description:

The Client

An established and widely known Wealth Management firm servicing Investment Management needs for High-Net-Worth Clients.

The Role

This is a fantastic opportunity to join a busy Wealth Management firm in their Worcester office, supporting Investment Managers to develop good client relationships and provide excellent service.

The successful candidate will confidently support the Investment Management team with daily client administrative and portfolio tasks, monitoring client portfolios in line with company procedures.

The Wealth Management Assistant will help develop and maintain client relationships by providing first-class investment administrative support, including writing file notes, drafting letters, and arranging client meetings.

Responsibilities include account opening and closing, stock transfers, updating Avaloq with static data, and producing Excel reports from Avaloq data.

The role involves supporting trade placements in Avaloq based on instructions from team members, ensuring accurate execution and booking.

The Wealth Management Assistant will also support preparation for client pitches and meetings and assist with ongoing projects as needed.

The Candidate

Interest in Wealth Management and client support roles.

Recent Financial graduate or 1-2 years Financial Services Client Support experience.

Proficient in Word, Excel, and PowerPoint.

Good organizational skills and high attention to detail.

Excellent interpersonal, team working, and influencing skills.