At a Glance
- Tasks: Support the Investment Management team with high-quality administrative tasks and client communications.
- Company: Established UK Wealth Management Firm based in Manchester.
- Benefits: Competitive salary, comprehensive benefits package, and hybrid working options.
- Other info: Opportunity for professional growth in a supportive environment.
- Why this job: Join a dynamic team and help clients achieve their investment goals while growing your career.
- Qualifications: Previous administration experience, preferably in Financial Services, and strong IT skills.
Investment Administrator / Wealth Management Administrator Location – Manchester Hybrid Working Salary - £32,500 - £35,000 pa. Comprehensive Benefits Package Annular Group have a new role available for an Investment Administrator to join an established UK Wealth Management Firm at their central Manchester bssed Location. The remit of the Investment Administrator Ensure the Investment Management team operates efficiently by providing high-quality administrative support to Investment Executives and Investment Managers, maintaining regulatory compliance, and delivering excellent client service to help clients meet their investment objectives. Key Responsibilities * Client onboarding: Collate client data and documents, accurately enter information into systems, and ensure new clients are fully onboarded. * Client communications: Prepare and distribute valuations, reports, and other portfolio information to clients or their agents by post or email. * Funds processing: Process internal movements of funds between portfolios and resolve overdrawn balances promptly in line with CASS rules. * Client documentation: Prepare client-facing materials such as review packs, investment proposals, and ad-hoc documents requested by Investment Managers. * Post and correspondence: Manage incoming and outgoing departmental post and complete mail merges and other document tasks as required. * File maintenance: Ensure client files are organised and meet regulatory requirements. * Risk and process improvement: Report risks that could harm clients or the firm’s reputation, provide constructive feedback, and help improve processes. * Professional conduct: Act with integrity and respect, uphold Consumer Duty objectives and the firm’s standards. * Other duties: Carry out reasonable requests from line managers or senior staff. Qualifications and Experience * Experience: Previous administration experience, preferably within Financial Services. * Knowledge: Good understanding of Financial Services and FCA requirements. * IT Skills: Confident user of Microsoft Office applications. * Education: A-level standard including GCSEs in Maths and English. Attributes: Strong attention to detail, accuracy, initiative, and adaptability
Investment Administrator in Manchester employer: Annular Group
As a leading provider of enterprise network solutions, we pride ourselves on being an excellent employer that fosters a collaborative and inclusive work culture. Our hybrid working model allows for flexibility, while our commitment to employee growth is evident through funded training and clear career progression opportunities. Join us in Warrington/Runcorn to work with prestigious clients and enjoy competitive benefits, including a generous commission scheme and a supportive environment that values diversity.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Annular Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Administrator in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Annular Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Annular Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Annular Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Annular Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Annular Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Annular Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
