Investment Assistant

IDEX Consulting Ltd; Maryland; On-site; GBP 25,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Pension contributions

Private medical insurance

Share incentive plan

Life assurance

Income protection

Generous holiday

Job summary

IDEX Consulting Ltd in Worcester is seeking an Investment Assistant to support investment administration, client servicing, and the ongoing management of private client portfolios. You will help prepare and maintain accurate client documentation and records, liaising with internal teams to ensure a seamless client experience.

You will work alongside experienced investment professionals, develop your knowledge and technical skills, and contribute to a service-driven environment that supports

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

Attention to detail

Interest in investments

Proactive mindset

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

Why join?

This is a fantastic opportunity to join a forward-thinking wealth management business that values its people and offers a strong benefits package designed to support your career, wellbeing and future development.

Benefits include:

• Competitive salary
• 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 service
• Enhanced 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.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.