At a Glance
- Tasks: Support clients and operations in a dynamic financial services environment.
- Company: Prestigious Bristol-based financial services firm with a global reach.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Opportunity to work with a talented team and grow your career.
- Why this job: Make an immediate impact while gaining valuable experience in finance.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
Our Client
Based in Bristol, this prestigious Financial Services firm are globally regulated experts offering cross-border financial planning to an international client base.
The award-winning business provides ethical, bespoke financial advice and portfolio management to clients in the UK and overseas, via an exceptional team of Chartered Financial Planners and Independent Financial Advisers.
Job Description
This high profile role will have immediate impact across the entire business as it reduces key-person dependencies and provides valued support across administrative, operational and client areas, ensuring the efficient delivery of services to clients and the investment team.
The Successful Applicant
- Experience in financial services, wealth management or financial planning.
- Comfortable working with CRM systems and financial platforms.
- Strong organisational and administrative skills.
- High attention to detail and accuracy.
- Good communication skills - confident interacting with clients.
- Able to manage multiple tasks and priorities.
Key Responsibilities
- Client Administration
- Submit new business applications and maintain accurate client records.
- Upload/manage client documentation within internal systems and platforms.
- Maintain CRM systems ensuring all information is accurate and up to date.
- Assist with preparing documentation for client meetings.
- Investment Operations support
- Assist the investment team with operational tasks to include: processing fund withdrawals, supporting fund switches/portfolio changes and handling bulk or mass transactions when required.
- Ensure investment instructions are processes accurately and efficiently.
- Compliance Business Support
- Provide administrative support to compliance activities.
- Assist with maintaining regulatory documentation and records.
- Support the business with operational processes and procedures as required.
Contact Details:
Cornish-Vaughan Associates Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client & Operations Specialist in Bath
✨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 Cornish-Vaughan Associates. 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 Client & Operations Specialist in Bath
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 Cornish-Vaughan Associates.
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 Cornish-Vaughan Associates'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 Cornish-Vaughan Associates
✨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 Cornish-Vaughan Associates.
✨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 Cornish-Vaughan Associates 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 Cornish-Vaughan Associates 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.
