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For Companies At a Glance
- Tasks: Provide essential admin support to the Investment Management team and ensure smooth operations.
- Company: Reputable investment management firm with a focus on client relationships.
- Benefits: Gain valuable experience in finance, develop organisational skills, and work in a professional environment.
- Why this job: Join a dynamic team and play a key role in delivering high-quality service to clients.
- Qualifications: Experience in financial services, strong communication skills, and attention to detail.
- Other info: Perfect for those who thrive in a fast-paced, collaborative setting.
The predicted salary is between 28800 - 48000 £ per year.
I’m currently working with a well-established investment management firm who are looking to add an Investment Administrator to their team. This is a fantastic opportunity to a well established firm supporting a mix of discretionary and advisory clients. The role is primarily administrative, but you’ll play a key part in helping the team deliver a high-quality, responsive service to their clients. If you enjoy being organised, keeping things running smoothly, and working in a professional financial services environment — this could be a great fit.
The Role
- Providing day-to-day administrative and organisational support to the Investment Managers.
- Your work will help maintain strong relationships between the managers and their clients by ensuring everything runs efficiently behind the scenes.
- This is a non-regulated role, but accuracy, attention to detail and compliance awareness are still very important.
What You’ll Be Doing
- Providing full administrative support to the Investment Management team.
- Managing client records and ensuring all information is accurate and up to date.
- Handling incoming calls, taking messages, and recording notes on client files.
- Preparing documentation for client meetings and potential new clients.
- Producing and issuing client valuations within required timescales.
- Liaising with Operations and Accounts regarding cash movements and payments (including currency payments).
- Monitoring new investments coming in and resolving any issues that arise.
- Supporting KYC collection and maintaining compliance logs.
- Assisting with client suitability processing and reporting.
- Managing client files (opening, closing, maintaining).
- Overseeing general office administration including post, stationery, logs, scanning and documentation.
- Supporting occasional special projects.
What They’re Looking For
- Previous experience in a financial services environment.
- Strong written and verbal communication skills.
- Highly organised with strong attention to detail.
- Comfortable working under pressure and meeting deadlines.
- Proactive and able to use initiative.
- A genuine team player who can adapt to different working styles.
- Friendly, personable, and professional.
Please note that this role will not suit someone who is keen to become an investment manager in the medium term.
Investment Administrator in Crowborough employer: Front Row Recruitment
Contact Detail:
Front Row Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator in Crowborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Investment Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment management. Familiarise yourself with common industry terms and practices, so you can impress the hiring managers with your understanding of their world.
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you've kept things running smoothly in previous roles, and be ready to discuss how you handle pressure and deadlines. This will demonstrate that you're the perfect fit for the administrative side of the job.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for the Investment Administrator position. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Investment Administrator in Crowborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Investment Administrator role. Highlight your previous experience in financial services and any relevant administrative tasks you've handled.
Craft a Compelling Cover Letter: Use your cover letter to showcase your personality and explain why you're a great fit for the team. Mention your organisational skills and how you can help maintain strong client relationships.
Be Detail-Oriented: Since attention to detail is key in this role, ensure your application is free from typos and errors. Double-check everything before hitting send — we want to see your accuracy right from the start!
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’re considered for this fantastic opportunity with our investment management firm.
How to prepare for a job interview at Front Row Recruitment
✨Know Your Stuff
Before the interview, make sure you understand the basics of investment management and the specific responsibilities of an Investment Administrator. Brush up on financial terminology and be ready to discuss how your previous experience aligns with the role.
✨Showcase Your Organisational Skills
Since this role is all about keeping things running smoothly, prepare examples that highlight your organisational abilities. Think of times when you managed multiple tasks or improved processes — these stories will demonstrate your fit for the position.
✨Be Detail-Oriented
Accuracy is key in this role, so during the interview, emphasise your attention to detail. You might want to mention any systems or methods you use to ensure accuracy in your work, especially when managing client records or preparing documentation.
✨Demonstrate Team Spirit
This job requires a friendly and professional attitude, so be sure to convey your ability to work well in a team. Share experiences where you collaborated with others or adapted to different working styles, as this will show you’re a great fit for their team dynamic.
