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- Tasks: Join our team as an Investment Administrator, supporting clients and managing essential admin tasks.
- Company: Be part of an award-winning investment services provider in Guildford.
- Benefits: Enjoy a competitive salary, career development opportunities, and a supportive work environment.
- Why this job: This role offers growth in a dynamic setting, perfect for those passionate about finance and client care.
- Qualifications: Basic PC skills, good customer service, and the ability to work under pressure are essential.
- Other info: Monday to Friday hours with a focus on personal development and compliance training.
The predicted salary is between 25000 - 30000 £ per year.
An award-winning investment services provider is seeking a highly organised and motivated Investment Administrator to join its growing team. Supporting a diverse client base of pension schemes and institutional investors, this role offers the opportunity to be part of a dynamic and client-focused environment. This role can offer you extensive career development and the opportunity to grow within a successful company.
Job Responsibilities
- Flexibility to assist the sales team with all administration tasks, as required, including (but not limited to) the following:
- Maintenance of the client review process including the preparation of spreadsheets and reports accordingly.
- Preparation and typing of letters and other reports, where required.
- Obtaining new business illustrations for Investment and Pensions Consultants where required.
- Processing of new business applications, including checks to ensure that documentation is correct.
- Maintenance of client database.
- Assist in the ongoing research into appropriate investment funds.
- Ensure all administration is completed in an effective manner to meet the firm's record keeping and file quality requirements.
- Ensure that the firm's high standards of client care are met, and operating at all times within the Rules of the FSA.
- To undertake all other duties as reasonably required and directed.
Personal Development
To achieve an understanding of office systems and procedures, investment and other financial planning products, and of compliance rules, including Data Protection and Anti-Money Laundering regulations with this knowledge being maintained by additional training and development as required.
Qualifications & Capabilities
- Good keyboard skills and PC literate, with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel.
- Excellent telephone manner and customer service skills in keeping with the highly professional reputation.
- Ability to work in a structured and planned manner especially when under pressure to meet deadlines.
Investment Administrator employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Familiarise yourself with the investment industry and the specific services offered by the company. Understanding their client base and the types of pension schemes and institutional investors they work with will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Brush up on your Microsoft Excel skills, as this role involves preparing spreadsheets and reports. Consider taking a short online course or watching tutorials to enhance your proficiency, which will make you stand out as a candidate.
✨Tip Number 3
Practice your customer service skills, especially your telephone manner. Since the role requires excellent communication, consider role-playing scenarios with friends or family to build confidence in handling client interactions.
✨Tip Number 4
Research the compliance rules relevant to the investment sector, such as Data Protection and Anti-Money Laundering regulations. Being knowledgeable about these topics will show your commitment to maintaining high standards in your work.
We think you need these skills to ace Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of an Investment Administrator. Emphasise your organisational skills, attention to detail, and any experience with client databases or financial products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific role. Mention your understanding of the investment services sector and how your background makes you a great fit for supporting the sales team and maintaining client relationships.
Highlight Relevant Skills: In your application, specifically mention your proficiency in Microsoft Word and basic Excel skills. Provide examples of how you've used these tools in previous roles, especially in preparing reports or managing data.
Showcase Customer Service Experience: Since the role requires excellent customer service skills, include examples from past experiences where you successfully managed client interactions or resolved issues. This will demonstrate your ability to maintain high standards of client care.
How to prepare for a job interview at Mulberry Recruitment
✨Showcase Your Organisational Skills
As an Investment Administrator, being organised is key. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to handle the diverse responsibilities of the role.
✨Familiarise Yourself with Financial Regulations
Understanding compliance rules, such as Data Protection and Anti-Money Laundering regulations, is crucial. Brush up on these topics before the interview, as it shows your commitment to maintaining high standards in client care and administration.
✨Demonstrate Your Technical Proficiency
Since the role requires good keyboard skills and familiarity with Microsoft Word and Excel, be prepared to discuss your experience with these tools. You might even want to mention specific tasks you've accomplished using them, like preparing reports or managing databases.
✨Exhibit a Client-Focused Attitude
The company values a high standard of client care. Think of instances where you went above and beyond for a client or resolved a challenging situation effectively. This will highlight your customer service skills and align with the company's ethos.
