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- Tasks: Support investment managers with admin tasks and client relations.
- Company: Join a respected firm focused on client-centric investment management.
- Benefits: Gain valuable experience in finance with a supportive team environment.
- Why this job: Develop your career in a dynamic role that values your contributions.
- Qualifications: GCSEs in Maths and English; A-levels preferred, finance experience is a plus.
- Other info: Opportunity for professional growth and involvement in special projects.
The predicted salary is between 28800 - 43200 £ per year.
We are seeking a highly organised and proactive Investment Managers' Assistant to join our dynamic and client-focused investment management team. This is a fantastic opportunity to support a small but busy group of investment managers who handle a diverse portfolio of discretionary and advisory clients. This is a non-regulated, administrative role that plays a vital part in maintaining strong client relationships and ensuring the smooth operation of day-to-day investment activities.
Key Responsibilities:
- Provide comprehensive administrative support to investment managers.
- Manage incoming correspondence and complete dictation transcriptions.
- Assist with opening and maintaining client accounts, including AML documentation.
- Maintain accurate and up-to-date client records and assist in preparing suitability reports.
- Liaise with clients and intermediaries such as solicitors and accountants.
- Monitor and follow up on new investments and resolve any related issues.
- Coordinate with the accounts department on cash movements and payments.
- Ensure compliance with regulatory requirements.
- Support onboarding of new clients and manage KYC documentation.
- Handle occasional special projects and contribute to process improvements.
Qualifications & Experience:
- GCSEs (or equivalent) including Maths and English; A-levels preferred.
- An industry-recognised qualification (e.g., Investment Operations Certificate) is advantageous.
- Previous experience in a financial services or investment environment is desirable.
- A general understanding of the stock market and investment operations is beneficial.
Skills & Attributes:
- Excellent written and verbal communication skills.
- Strong organisational and numerical abilities.
- High attention to detail and accuracy under pressure.
- Proactive approach to problem-solving and task ownership.
- Flexible team player with the ability to adapt to different working styles.
- Positive, enthusiastic attitude with a professional and personable manner.
Why Join Us?
You’ll be part of a supportive and professional team where your contributions are valued. This role offers a great opportunity to develop your career in investment management within a respected and client-centric firm.
Investment Managers Assistant employer: Charles Stanley & Co. Limited
Contact Detail:
Charles Stanley & Co. Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Managers Assistant
✨Tip Number 1
Familiarise yourself with the investment management industry. Understanding key concepts, terminology, and current market trends will help you engage in meaningful conversations during interviews and demonstrate your enthusiasm for the role.
✨Tip Number 2
Network with professionals in the investment sector. 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
Prepare to discuss your organisational skills and attention to detail. Think of specific examples from your past experiences where you successfully managed multiple tasks or resolved issues, as these are crucial for the Investment Managers' Assistant role.
✨Tip Number 4
Showcase your proactive problem-solving abilities. Be ready to share instances where you took initiative to improve processes or assist colleagues, as this aligns well with the expectations of supporting a busy team of investment managers.
We think you need these skills to ace Investment Managers Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services or investment environments. Emphasise any administrative roles you've held and showcase your organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your skills and experiences make you a great fit for supporting investment managers and maintaining client relationships.
Highlight Relevant Qualifications: If you have any industry-recognised qualifications, such as the Investment Operations Certificate, be sure to mention them prominently. Also, include your GCSEs and A-levels, especially in Maths and English.
Showcase Soft Skills: In your application, highlight your excellent communication skills, attention to detail, and proactive problem-solving abilities. These attributes are crucial for the role and should be evident in your writing.
How to prepare for a job interview at Charles Stanley & Co. Limited
✨Showcase Your Organisational Skills
As an Investment Managers' Assistant, you'll need to demonstrate your ability to stay organised. Prepare examples of how you've managed multiple tasks or projects simultaneously in previous roles, highlighting your attention to detail and time management skills.
✨Understand the Financial Landscape
Familiarise yourself with basic investment concepts and current market trends. Being able to discuss these topics during the interview will show your genuine interest in the role and the industry, making you a more attractive candidate.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients and intermediaries, think about how you would handle various client scenarios. Be ready to discuss your communication style and how you would maintain strong client relationships, even under pressure.
✨Demonstrate a Proactive Attitude
Employers value candidates who take initiative. Share examples from your past experiences where you identified a problem and took steps to resolve it without being prompted. This will illustrate your proactive approach and problem-solving abilities.
