NORWICH
Investment Manager’s 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 Manager’s 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.