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- Tasks: Support the Investment Management team with client queries and onboarding processes.
- Company: Join a respected firm dedicated to excellence in wealth management for clients across the UK.
- Benefits: Enjoy 25 days holiday, a discretionary bonus, and a key role in company growth.
- Why this job: Be part of a high-performing team that values exceptional client service and continuous improvement.
- Qualifications: Previous experience in investment administration is preferred; strong communication and IT skills are essential.
- Other info: This is a 12-month fixed-term contract with an attractive salary package.
Do you have previous experience working in a financial administration role? Are you able to work collaboratively with a variety of stakeholders and HNW clients? Would you like to work in a high performing business? Great, please get in touch today.
Our client is a highly regarded and well-respected company on a mission to be the best business in the UK for wealth professionals and their clients. They are looking for a proactive Investment Administrator to support the Investment Management team with administration of client related queries. You will deliver outstanding client service through excellent communication skills and a customer orientated approach whilst consistently adhering to regulatory responsibilities.
Please note that this is a 12 month FTC role with a very attractive salary package for the right person.
Benefits of an Investment Administrator:- 25 days holiday
- Discretionary bonus opportunity
- Opportunity to play a key role as the company expands
- Support with the account opening and onboarding of new clients including AML and Due Diligence checks when onboarding new clients
- Ensure all client queries are dealt with professionally at all times and that records are accurate and up to date.
- Contribute and engage in strategic planning and continuous improvement ideas to ensure internal and external stakeholders receive exceptional support.
- Previous experience in a client facing investment administration or wealth administration role is desirable.
- Highly organised with confident communication and interpersonal skills.
- Strong IT skills (MS Office) and ability to manage projects.
- Resilient with an ability to manage and prioritise a variety of tasks.
If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you.
As champions of diversity and inclusion in the workplace, our client commits to reviewing every application received with complete fairness and equality.
Investment Administrator employer: Hooray
Contact Detail:
Hooray Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Familiarise yourself with the latest trends in investment administration and wealth management. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial sector, especially those who work in investment administration. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced in investment administration roles. This will help you articulate your experience and problem-solving skills effectively.
✨Tip Number 4
Showcase your organisational skills by discussing specific examples of how you've managed multiple tasks or projects in previous roles. This will highlight your ability to thrive in a fast-paced environment.
We think you need these skills to ace Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in financial administration roles. Emphasise any client-facing responsibilities and your ability to manage queries effectively.
Craft a Strong Cover Letter: Write a cover letter that showcases your communication skills and customer-oriented approach. Mention specific examples of how you've successfully supported clients in the past.
Highlight Relevant Skills: In your application, clearly outline your organisational skills, IT proficiency (especially with MS Office), and your ability to prioritise tasks. These are key attributes for the Investment Administrator role.
Show Enthusiasm for the Role: Express your interest in working for a high-performing business and your commitment to delivering exceptional client service. This will demonstrate your alignment with the company's mission.
How to prepare for a job interview at Hooray
✨Showcase Your Financial Administration Experience
Make sure to highlight any previous roles you've had in financial administration. Be prepared to discuss specific tasks you handled, especially those related to client onboarding and regulatory compliance.
✨Demonstrate Strong Communication Skills
Since the role involves dealing with HNW clients and various stakeholders, practice articulating your thoughts clearly. Use examples from past experiences where your communication made a positive impact.
✨Prepare for Client Query Scenarios
Think of potential client queries you might encounter in this role and how you would handle them. This will show your proactive approach and readiness to deliver outstanding client service.
✨Emphasise Your Organisational Skills
The job requires managing multiple tasks efficiently. Be ready to discuss how you prioritise your workload and keep track of various projects, perhaps by sharing tools or methods you use to stay organised.
