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For Companies At a Glance
- Tasks: Support Investment Managers with client meetings, account management, and report production.
- Company: Dynamic financial services company based in Newcastle upon Tyne.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Make a difference by supporting clients and improving operational efficiency.
- Qualifications: Strong organisational skills and a proactive attitude towards learning.
- Other info: Join a team that values adaptability and client care, especially for vulnerable clients.
The predicted salary is between 30000 - 42000 £ per year.
A financial services company based in Newcastle upon Tyne is seeking an administrative support professional to assist Investment Managers.
Responsibilities include:
- Administrative tasks like client meeting arrangements
- Account management
- Producing reports
The role requires adaptability in client interactions, especially for vulnerable clients. The ideal candidate will be proactive in learning about the industry and will play a key role in improving operational efficiency.
Investment Desk Admin & Client Support in Newcastle upon Tyne employer: Canaccord Wealth
Contact Detail:
Canaccord Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Desk Admin & Client Support in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to folks in the financial services sector, especially those who work in investment management. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the industry. Familiarise yourself with current trends and challenges in investment management. This shows you're proactive and genuinely interested in the role.
✨Tip Number 3
Practice your adaptability skills! Think of examples where you've successfully interacted with clients, especially vulnerable ones. Being able to demonstrate your empathy and flexibility will set you apart.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are keen to join us directly!
We think you need these skills to ace Investment Desk Admin & Client Support in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience that aligns with the Investment Desk Admin & Client Support role. We want to see how your skills can help us support our Investment Managers and clients effectively.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your proactive approach can improve our operational efficiency. We love seeing genuine enthusiasm!
Showcase Your Adaptability: Since the role involves interacting with vulnerable clients, it’s important to demonstrate your adaptability. Share examples of how you've successfully navigated challenging situations in the past – we value those experiences!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Canaccord Wealth
✨Know Your Stuff
Before the interview, make sure you brush up on financial services and investment management basics. Understanding key terms and concepts will not only impress your interviewers but also help you feel more confident when discussing the role.
✨Show Your Organisational Skills
Since the role involves a lot of administrative tasks, be ready to share examples of how you've successfully managed multiple responsibilities in the past. Think about specific situations where your organisational skills made a difference, especially in client interactions.
✨Empathy is Key
Given the focus on vulnerable clients, it’s crucial to demonstrate your ability to empathise and communicate effectively. Prepare to discuss scenarios where you've had to adapt your approach to meet the needs of different clients, showcasing your interpersonal skills.
✨Be Proactive About Learning
Express your eagerness to learn about the industry and the company. Research recent trends in financial services and think about how they might impact the role. This shows that you're not just looking for a job, but are genuinely interested in contributing to the team's success.
