Wealth Management Assistant: Path to Investment Manager

Jenson Fisher Consulting Ltd; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A reputable financial services firm in West London is seeking a proactive and detail-oriented Investment Manager's Assistant. This dynamic role provides essential support to Investment Managers, ensuring excellent client service while allowing for hands-on experience in Wealth Management. Ideal candidates have strong communication skills and a genuine interest in Financial Markets. This position serves as a perfect stepping stone towards a future career as a Trainee Investment Manager within the organization.

Benefits

Engaging work environment

Supportive colleagues

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

Qualifications

• Strong educational background (at least A-level or equivalent) preferred.
• Previous experience in administration is a plus.
• Exceptional communication skills, both written and verbal.

Responsibilities

• Providing support to Investment Managers to ensure seamless client experiences.
• Acting as the first point of contact—answering calls and handling enquiries.
• Welcoming clients with professionalism and warmth.

Skills

Exceptional communication skills

Proactive mindset

Interest in Financial Markets

Education

A-level or equivalent

Job description

A reputable financial services firm in West London is seeking a proactive and detail-oriented Investment Manager's Assistant. This dynamic role provides essential support to Investment Managers, ensuring excellent client service while allowing for hands-on experience in Wealth Management. Ideal candidates have strong communication skills and a genuine interest in Financial Markets. This position serves as a perfect stepping stone towards a future career as a Trainee Investment Manager within the organization.