Investment Assistant

IDEX Consulting Ltd; Maryland; On-site; GBP 23,000 - 30,000; Full time

Benefits offered by this job

Pension with matching

Private medical insurance

Share incentive plan

Life assurance

Generous annual leave

Mentoring program

Wellbeing support

Employee discounts

Job summary

IDEX Consulting Ltd in partnership with a respected national wealth management firm is looking for an Investment Assistant to join their Worcester team. You will support private clients and gain exposure within the investment space.

You will work alongside experienced investment professionals to develop knowledge, build skills and contribute to delivering an exceptional client experience.

Qualifications

• Experience within financial services, wealth management, investments or financial planning administration.
• Strong attention to detail with excellent organisational skills.
• A genuine interest in investments and developing a career within wealth management.
• A proactive approach with the ability to build strong relationships.

Responsibilities

• Supporting investment administration and client servicing activities
• Assisting with the ongoing management of client portfolios
• Preparing and maintaining accurate client documentation and records
• Liaising with internal teams to ensure a seamless client experience
• Supporting investment processes and providing high-quality administrative support

Skills

Financial services experience

Attention to detail

Organisational skills

Interest in investments

Relationship building

Job description

Are you looking to build your career within investment and wealth management?

We are working with a highly respected national wealth management firm who are looking for an Investment Assistant to join their Worcester team. This is an excellent opportunity to join an established organisation with a strong reputation in the market, supporting private clients and gaining valuable exposure within the investment space.

Working alongside experienced investment professionals, you will have the opportunity to develop your knowledge, build strong technical skills and become part of a team that is committed to delivering an exceptional service to clients.

The business is passionate about investing in its people, creating a supportive environment where employees are encouraged to learn, progress and build long-term careers.

The role:

• Supporting investment administration and client servicing activities
• Assisting with the ongoing management of client portfolios
• Preparing and maintaining accurate client documentation and records
• Liaising with internal teams to ensure a seamless client experience
• Supporting investment processes and providing high-quality administrative support

About you:

• Experience within financial services, wealth management, investments or financial planning administration
• Strong attention to detail with excellent organisational skills
• A genuine interest in investments and developing a career within wealth management
• A proactive approach with the ability to build strong relationships

Benefits include:

• Competitive pension scheme with employer contribution matching
• Private Medical Insurance and healthcare support
• Share Incentive Plan with company contributions
• Life Assurance and Income Protection
• Generous holiday allowance, increasing with serviceEnhanced family-friendly benefits
• Mentoring and development opportunities
• Employee wellbeing support and assistance programmes
• Additional lifestyle benefits including cycle schemes, electric vehicle options and other employee discounts

If you are looking to take the next step in your investment career and join a business where you can develop and progress, this could be an excellent opportunity.