Investment Administrator in Wales

Investment Administrator in Wales

Wales Full-Time 30000 - 40000 £ / year (est.) No home office possible
Development Bank of Wales

At a Glance

  • Tasks: Support investment processes and ensure smooth operations within a dynamic team.
  • Company: Join a leading investment firm focused on professional growth and teamwork.
  • Benefits: Gain valuable experience, competitive pay, and opportunities for career advancement.
  • Other info: Perfect for those looking to kickstart their career in investment operations.
  • Why this job: Be part of a crucial investment team and make a real difference in operations.
  • Qualifications: Strong communication skills, attention to detail, and a passion for finance.

The predicted salary is between 30000 - 40000 £ per year.

We are looking for an organised and detail‑focused Investment Support Administrator to provide high‑quality administrative and operational support to our Investment and Portfolio teams. You will play a key role in supporting the end‑to‑end investment process, ensuring that investment activity is delivered efficiently, professionally and in line with regulatory requirements. This is an excellent opportunity to develop your experience across all aspects of investment operations within a supportive team environment.

Key responsibilities

  • Supporting the investment process through to deal completion, including coordinating legal and drawdown documentation and completing pre‑drawdown credit checks.
  • Acting as a central point of coordination, maintaining regular communication with applicants and internal colleagues to ensure progress is tracked and queries are resolved.
  • Completing customer due diligence and pre‑drawdown checks, including credit reference searches, online ID verification and preparation of CDD documentation.
  • Maintaining secure and accurate filing of investment documentation, ensuring systems reflect current status at all times.
  • Processing financial administration tasks, including raising purchase orders and processing invoices.
  • Preparing documentation, reports, agendas and minutes for meetings as required.
  • Undertaking any other duties required to support the operational needs of the department.

About you

  • Strong written and verbal communication skills.
  • Excellent organisational and administrative skills, with strong attention to detail.
  • Self‑motivated, able to work independently and as part of a team.
  • Confident decision‑maker with the ability to prioritise work and meet deadlines.
  • A commitment to developing your knowledge and expertise.
  • Confident user of standard IT applications including Word, Excel and PowerPoint.
  • Knowledge of the business environment in Wales.
  • Experience of analysing financial information.

Investment Administrator in Wales employer: Development Bank of Wales

Join a dynamic and supportive team as an Investment Administrator, where your organisational skills will be valued in a collaborative environment. Our company prioritises employee growth, offering opportunities to enhance your expertise in investment operations while ensuring a healthy work-life balance in the beautiful setting of Wales. With a commitment to professional development and a culture that fosters teamwork, we are dedicated to making your career both meaningful and rewarding.
Development Bank of Wales

Contact Detail:

Development Bank of Wales Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Administrator in Wales

✨Tip Number 1

Network like a pro! Reach out to people in the investment sector, attend industry events, and connect on LinkedIn. We can’t stress enough how personal connections can open doors that applications alone can’t.

✨Tip Number 2

Prepare for interviews by researching the company and its investment strategies. We recommend practising common interview questions and tailoring your answers to highlight your organisational skills and attention to detail.

✨Tip Number 3

Showcase your skills! Bring along examples of your previous work or projects that demonstrate your ability to support investment processes. We love seeing candidates who can back up their claims with real-life experience.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for organised and detail-focused individuals to join our team!

We think you need these skills to ace Investment Administrator in Wales

Organisational Skills
Attention to Detail
Communication Skills
Financial Administration
Document Management
Customer Due Diligence
Credit Reference Searches
IT Proficiency (Word, Excel, PowerPoint)
Analytical Skills
Team Collaboration
Decision-Making
Time Management
Regulatory Compliance Knowledge
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Administrator role. Highlight your organisational skills and attention to detail, as these are key for us. Use specific examples from your experience that align with the responsibilities mentioned in the job description.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment operations and how your skills make you a great fit for our team. Keep it concise but engaging, and don’t forget to mention your commitment to professional development.

Showcase Your Communication Skills: Since strong written communication is crucial for this role, ensure your application is clear and free of errors. Use a professional tone while still being personable. We want to see your ability to communicate effectively right from the start!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you receive updates directly. Plus, it shows you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Development Bank of Wales

✨Know Your Investment Basics

Brush up on your knowledge of investment processes and terminology. Being able to discuss the end-to-end investment process confidently will show that you understand the role and can contribute effectively.

✨Showcase Your Organisational Skills

Prepare examples from your past experiences where you've demonstrated strong organisational skills. Discuss how you managed multiple tasks, maintained accurate documentation, or coordinated with teams to ensure smooth operations.

✨Communicate Clearly and Confidently

Practice articulating your thoughts clearly. Since the role requires regular communication with colleagues and applicants, being able to express yourself well will be crucial. Consider doing mock interviews to refine your verbal communication.

✨Demonstrate Attention to Detail

Bring along a sample of your work that highlights your attention to detail, such as reports or documentation you've prepared. Be ready to discuss how you ensure accuracy in your work, especially when it comes to financial administration tasks.

Investment Administrator in Wales
Development Bank of Wales
Location: Wales

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