Join to apply for the Investment Manager’s Assistant role at Heat Recruitment.
Location: 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.
Additional Details
* Seniority level: Entry level
* Employment type: Full-time
* Job function: Finance and Sales
* Industries: Staffing and Recruiting
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