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- Tasks: Support investment managers with daily admin tasks and improve efficiency.
- Company: Join a dynamic investment firm focused on client relationships and operational excellence.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Gain hands-on experience in investment management while developing valuable skills.
- Qualifications: GCSEs in Maths and English required; A levels preferred.
- Other info: Ideal for those looking to kickstart their career in finance.
The predicted salary is between 28800 - 48000 £ per year.
Investment Management Administrators are responsible for actively supporting investment managers in their daily business across wide-ranging administrative and organisational functions. Providing an accurate and efficient service helps maintain a strong relationship between the investment manager and the client.
Key Responsibilities:
- Deal with administration for the team and identify ways of improving efficiency.
- Assist in all aspects of opening and maintaining client accounts, including obtaining AML documentation.
- Keep client information up to date and assist in the production of client suitability reports. This may involve communicating directly with clients and intermediaries such as solicitors and accountants.
- Follow the progress of new investments and address any issues that arise.
- Liaise with the accounts department over cash movements and administer payments.
- Set up, close, and manage client files, ensuring all information is accurate and up to date.
- Ensure compliance regulations are adhered to.
- Follow up on potential new client connections and ensure necessary forms are completed and processed.
- Manage occasional special projects, such as the collection of Know Your Client (KYC) information.
Qualifications & Experience:
- Educated to GCSE or equivalent level, including Maths and English. A levels are preferable.
- An industry-recognised qualification such as an Investment Operations Certificate is advantageous but not essential.
- Experience in a similar environment is preferable, along with a general understanding of the stock market and investment operations.
Knowledge & Skills:
- Good communication skills, both written and verbal.
- Highly organised and numerate.
- Ability to work under pressure while maintaining a high level of attention to detail and accuracy.
- High degree of initiative in problem-solving and identifying tasks that need to be completed.
- Strong team player with the flexibility to adapt to different working styles.
- Enthusiastic, 'can-do' attitude, combined with a personable manner and good sense of humour.
- Good IT skills, with knowledge of Excel and Word.
Contact Detail:
Charles Stanley & Co. Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Management Administrator (FTC)
✨Tip Number 1
Familiarise yourself with the key responsibilities of the role. Understanding the daily tasks of an Investment Management Administrator will help you demonstrate your knowledge during interviews and show how your skills align with their needs.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry events or join relevant online forums to connect with people who can provide insights about the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your knowledge of compliance regulations and KYC processes. Being well-versed in these areas will not only boost your confidence but also make you a more attractive candidate for the position.
✨Tip Number 4
Showcase your organisational skills by preparing examples of how you've improved efficiency in previous roles. This will highlight your initiative and problem-solving abilities, which are crucial for the Investment Management Administrator position.
We think you need these skills to ace Investment Management Administrator (FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management or administrative roles. Emphasise your organisational skills and any experience with client accounts, as these are key responsibilities for the position.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your ability to manage client information and your attention to detail.
Showcase Relevant Qualifications: If you have any industry-recognised qualifications, such as an Investment Operations Certificate, be sure to mention them prominently. Also, highlight your GCSEs and A levels, especially in Maths and English, as these are important for the role.
Demonstrate Communication Skills: Since good communication is essential for this role, consider including examples of how you've effectively communicated with clients or team members in previous positions. This could be in your CV or cover letter.
How to prepare for a job interview at Charles Stanley & Co. Limited
✨Showcase Your Organisational Skills
As an Investment Management Administrator, being organised is key. Prepare examples of how you've successfully managed multiple tasks or projects in the past. This will demonstrate your ability to handle the administrative demands of the role.
✨Communicate Clearly and Confidently
Good communication skills are essential for this position. Practice articulating your thoughts clearly, both verbally and in writing. Be ready to discuss how you’ve effectively communicated with clients or team members in previous roles.
✨Demonstrate Your Problem-Solving Abilities
The role requires a high degree of initiative in problem-solving. Think of specific instances where you've identified issues and implemented solutions. This will show your potential employer that you can handle challenges proactively.
✨Familiarise Yourself with Compliance Regulations
Understanding compliance is crucial in investment management. Brush up on relevant regulations and be prepared to discuss how you would ensure adherence to these in your daily tasks. This shows your commitment to maintaining high standards.
