At a Glance
- Tasks: Provide top-notch admin support to the Investment Team and manage investment data.
- Company: Join Amber River Group, a growing financial services company with a values-driven approach.
- Benefits: Enjoy a fixed-term contract, hybrid working, and opportunities for professional development.
- Other info: Collaborative environment with strong focus on accuracy and quality.
- Why this job: Be part of a dynamic team making a real difference in financial planning.
- Qualifications: Level 4 qualification in finance and experience in financial services preferred.
The predicted salary is between 30000 - 40000 £ per year.
Amber River Group have over 300 IFA's across the UK working from 15 regional Hubs in 30 locations and growing! We have a values driven approach to creating bespoke financial plans for people who need our expertise by helping them plan for a life well lived.
The role is offered as a fixed-term contract for a period of 12 months. This role offers the opportunity to provide high-quality administrative and operational support to the Investment Director and wider Investment Team across Discretionary Fund Management (DFM) activities. The position plays an important part in accurate data management, timely reporting and the smooth delivery of investment processes, supporting the management of AREA Passive Plus, Blended Income MPS and AMPS portfolios. The focus is on administration, process coordination, and data integrity, rather than primary investment analysis or decision-making.
Duties
- Maintain and update investment spreadsheets, including FE risk scores, portfolio data and switching logs.
- Support the delivery of portfolio switches and rebalancing activity.
- Assist with back office system data reconciliation in partnership with Operations.
- Prepare Investment Committee packs and produce meeting minutes and action logs.
- Support the production of monthly bulletins and quarterly factsheets.
- Produce and maintain AUM reporting and MI outputs.
- Manage the investment mailbox and coordinate internal and external queries.
- Maintain document control, audit files and governance records.
Qualifications
- Working towards or holding a relevant Level 4 industry qualification, such as the CII Level 4 Diploma in Regulated Financial Planning.
- Previous experience within financial services.
- Highly reliable and trustworthy, with strong integrity and professionalism.
- Excellent communication, research and analytical skills.
- Confident using financial systems, software and reporting tools.
- Strong problem-solving skills and sound judgement.
- Self-motivated, resilient and committed to accuracy and high-quality output.
- A collaborative approach with the ability to build strong working relationships and networks.
- Excellent organisation and time management, with the flexibility to adapt to changing priorities.
- Committed to ongoing CPD in line with company and CII requirements.
On successful completion of your probation period, we operate on a hybrid working arrangement with a minimum requirement of 3 days in the office.
Investment Support Administrator in Colchester employer: Amber River East Anglia
Amber River Group is an exceptional employer that prioritises a values-driven approach, fostering a collaborative and supportive work culture. With over 300 IFAs across the UK and a commitment to employee growth through ongoing professional development, we offer a dynamic environment where you can thrive in your role as an Investment Support Administrator. Our hybrid working model and focus on high-quality output ensure that you can achieve a fulfilling work-life balance while contributing to meaningful financial planning for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Support Administrator in Colchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching Amber River Group and their values. Show us that you understand our mission to create bespoke financial plans and how your skills can contribute to that goal. Tailor your responses to reflect our commitment to high-quality output.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your experience and how it aligns with the Investment Support Administrator role. Focus on your organisational skills and attention to detail, as these are key for this position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in being part of our team at Amber River Group.
We think you need these skills to ace Investment Support Administrator in Colchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Support Administrator role. Highlight your relevant experience in financial services and any qualifications you have, like the CII Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention your strong communication and organisational skills, as these are key for us.
Showcase Your Attention to Detail:Since this role involves maintaining accurate data and managing reports, it's crucial to demonstrate your attention to detail. Include examples from your past work where you've successfully managed data or produced high-quality outputs.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Amber River East Anglia
✨Know Your Numbers
Familiarise yourself with key financial metrics and terms relevant to the role. Being able to discuss investment spreadsheets, portfolio data, and risk scores confidently will show that you understand the core responsibilities of the Investment Support Administrator position.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. Highlight your ability to maintain document control and manage queries effectively, as these are crucial for supporting the Investment Team's operations.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Since the role involves preparing meeting minutes and action logs, demonstrating strong communication skills during the interview will be essential. Consider using the STAR method to structure your responses.
✨Demonstrate Your Commitment to Learning
Discuss any ongoing professional development or qualifications you're pursuing, like the CII Level 4 Diploma. This shows that you're not only qualified but also dedicated to growing within the financial services industry, aligning with the company's values.
