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- Tasks: Support a dynamic Investment Management team with client relationships and investment trades.
- Company: Join a reputable Wealth Management firm focused on High Net Worth clients.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Be part of a successful team making a real impact in clients' financial journeys.
- Qualifications: 3 years in a similar role and Level 4/RDR UK investment competency required.
- Other info: Ideal for self-motivated individuals who thrive in a team-oriented setting.
The predicted salary is between 36000 - 60000 £ per year.
The Company: An established Wealth Management firm specialising in High Net Worth clients and Investment Management.
The Role: This is a fantastic opportunity for an Investment Desk Administrator to assist a successful Investment Management team with the management of the teams’ clients for a highly credible Wealth Management business. You will support the continued growth of this successful team by helping to service relationships with their HNW clients who have investment portfolios. The Investment Desk Administrator will initiate, monitor and ensure full completion/settlement of investment trades, assisting with portfolios. The Investment Desk Administrator will help the Investment Management team with the annual review of the private client’s investment objectives and restrictions and will attend private client team meetings when required and support new business development efforts. The Investment Desk Administrator will prepare documents for private client meetings and investment reviews and will be responsible for the production of bespoke monthly and quarterly private client investment reports for the Wealth Management company. Private client communication and dispatch of periodic reports (quarterly valuations, tax packs). The Investment Desk Administrator will facilitate client onboarding, account set up and life cycle events and will ensure that necessary client documentation is held on file and up-to-date.
The Candidate:
- At least 3 years’ experience in a similar private client support, wealth management, investment support role.
- Level 4/RDR UK investment competency required - IAD (Investment Advice Diploma).
- Analytical with strong numeracy skills.
- Excellent communication skills, written and verbal as well as strong organisational skills.
- Ability to use initiative and work independently.
- Team oriented with a flexible approach.
- Self-motivated to achieve goals to improve own and company performance.
Contact Detail:
Job Traffic Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Desk Administrator, Wealth Management, IAD
✨Tip Number 1
Familiarise yourself with the specific investment products and services offered by our Wealth Management firm. Understanding our approach to High Net Worth clients will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network with professionals in the wealth management industry, especially those who work in investment support roles. Attend relevant events or join online forums to connect with others and gain insights into the skills and experiences that are valued in this field.
✨Tip Number 3
Brush up on your analytical and numeracy skills, as these are crucial for the Investment Desk Administrator role. Consider taking short courses or online tutorials to enhance your proficiency in financial analysis and reporting, which will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience with client communication and documentation management. Be ready to share specific examples of how you've successfully supported client onboarding and maintained accurate records, as this will highlight your organisational skills and attention to detail.
We think you need these skills to ace Investment Desk Administrator, Wealth Management, IAD
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client support and wealth management. Emphasise your analytical skills, numeracy, and any specific achievements that relate to investment management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with HNW clients and how you can contribute to the team's success. Be sure to express your enthusiasm for the position.
Highlight Relevant Qualifications: Clearly state your Level 4/RDR UK investment competency and any other relevant qualifications. This will demonstrate your suitability for the role and your commitment to professional development.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've effectively communicated with clients or team members in previous positions. This could be through written reports or verbal presentations.
How to prepare for a job interview at Job Traffic
✨Showcase Your Experience
Make sure to highlight your relevant experience in private client support and wealth management. Be prepared to discuss specific examples of how you've assisted clients and managed investment portfolios, as this will demonstrate your capability for the role.
✨Demonstrate Analytical Skills
Since the role requires strong analytical and numeracy skills, be ready to discuss how you've used these skills in previous positions. You might even want to prepare a few scenarios where your analytical abilities led to successful outcomes.
✨Prepare for Client Communication Scenarios
Given the importance of client communication in this role, think about potential questions related to client interactions. Prepare to share examples of how you've effectively communicated complex information to clients, ensuring they understood their investment options.
✨Emphasise Teamwork and Initiative
The company values a team-oriented approach, so be sure to express your ability to work collaboratively. Additionally, share instances where you've taken the initiative to improve processes or outcomes, showcasing your self-motivation and commitment to performance.
