At a Glance
- Tasks: Provide top-notch admin support to the Investment Team and manage investment data.
- Company: A friendly Independent Financial Advice Practice with a strong team spirit.
- Benefits: Hybrid working, social events, health programmes, and generous leave policies.
- Other info: Great opportunities for personal development and career growth.
- Why this job: Join a supportive team and gain valuable experience in the financial services sector.
- Qualifications: Level 4 qualification in finance or relevant experience preferred.
The predicted salary is between 40500 - 49500 £ per year.
Overview
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.
My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
I am currently looking to recruit an Investment Support Administrator to join their well-established office on the northeast outskirts.
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.
- Key duties
- You will maintain and update investment spreadsheets, including FE risk scores, portfolio data and switching logs.
- You will support the delivery of portfolio switches and rebalancing activity.
- You will assist with back office system data reconciliation in partnership with Operations.
- You will prepare Investment Committee packs and produce meeting minutes and action logs.
- You will support the production of monthly bulletins and quarterly factsheets.
- You will produce and maintain AUM reporting and MI outputs.
- You will manage the investment mailbox and coordinate internal and external queries.
- You will maintain document control, audit files and governance records.
Qualifications
- Working towards or currently 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 personal development in line with company and CII requirements.
On successful completion of probation, my client operates a hybrid working , 2 days WFH, 3 in the office.
Benefits
- Company social events
- Pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay
- Working from home (post probation)
- #J-18808-Ljbffr
Investment Support Administrator employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Support Administrator
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Confidential.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Confidential might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Investment Support Administrator
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Confidential will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Confidential. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Confidential confidence in your short-term commitment to the role.
How to prepare for a job interview at Confidential
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Confidential.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Confidential that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
