Investment Managers' Assistant

Passionate about finance? Strong communicator, driven, and organised?

JOIN A TRUSTED WEALTH MANAGEMENT TEAM.

Tunbridge Wells l £31,000 – £35,000 l Monday to Friday, 8:00am – 5:00pm l Must drive

This is a fantastic opportunity to join a respected wealth management firm in a pivotal support role. Whether you’re early in your career or looking for the next step, what matters most is your genuine interest in financial services, natural attention to detail, and a proactive, team-first mindset.

You’ll be the go-to person for a high-performing team of Wealth Managers—trusted with managing important processes from start to finish, handling sensitive client information, and contributing to the delivery of exceptional client care.

What matters here is who you are—your work ethic, attitude, and your enthusiasm for supporting a brilliant team and building a career in finance.

What’s In It For You?

• Competitive Salary: £31,000 – £35,000
• Prestige + Culture: Join a heritage-rich firm with a modern, collaborative, and inclusive team environment
• The ability to keep learning and train: Given full developmental training
• Hybrid Flexibility: Possible hybrid working after successful probation

What They're Looking For:

• Passion for financial services—this is a MUST!
• Numerate and accurate – minimum grade 6 in GCSE Maths or equivalent
• Excellent communication skills—phone and email
• Initiative-driven – you notice what needs doing and get it done
• Great with people, collaborative, and team-minded
• Detail-oriented, organised, and efficient
• Confident navigating systems and managing tasks independently
• Comfortable liaising with a variety of stakeholders

Experience in finance or a professional services setting (6+ months) is desirable, but not essential—we welcome applications from individuals with the right personal qualities and drive.

Apply now to book your interview slot.
Interviews begin 9th July – don’t miss out on this exceptional opportunity!

Contact Helen at ME Recruits today to make an application. Your Future in Finance Starts Here.

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