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- Tasks: Support the sales team with admin tasks and manage client enquiries.
- Company: Join a leading investment management firm in the heart of the city.
- Benefits: Enjoy hybrid working, a state-of-the-art office, and an onsite gym.
- Why this job: Great opportunity for career growth in a dynamic financial environment.
- Qualifications: 1 year of admin experience and good MS Office skills required.
- Other info: Perfect for proactive team players interested in finance.
The predicted salary is between 28000 - 42000 £ per year.
Administrator – Fantastic City Investment Management Firm
£35k plus great benefits
Hybrid working - state of the art offices with onsite gym
Great career development opportunity
Our client is one of the UK’s leading investment management firms based in the city, looking for a Sales Administrator to support their wealth and asset management sales team. This role has come about due to a promotion, making it a fantastic opportunity for career development.
We are looking for someone who can demonstrate an interest in financial services and has 1 year of administrative experience. The ideal candidate must be a proactive team player with good MS Office skills and experience working with databases. This is a fantastic opportunity for career growth and development.
Key Duties:- Work closely with the sales support teams and other key stakeholders to provide administrative support in alignment with core processes and procedures.
- Act as the initial escalation point for wealth and asset management enquiries by monitoring shared email inboxes.
- Liaise with key stakeholders including the operations teams, external administrators, and sales support to ensure queries are actioned efficiently.
- Be a proficient user of Salesforce, able to manage data updates, reporting, and support colleagues with requests and issues.
- Provide administrative support for the planning and execution of sales visits, client presentations, and larger sales/marketing campaigns, including managing travel and hotel bookings, and printing, binding, and sending presentation materials and required sales collateral.
- Manage CRM requirements including the provision of invite and attendee lists.
- Produce CPD certificates for event attendees.
- Assist with ad hoc requests to support the sales strategy, including organizing staff/team events and minute-taking.
- 1 year of previous administration experience is required.
- Candidates must be able to use Microsoft Office at an intermediate level and demonstrate an interest in working in the financial sector.
- GCSE grades 9-5 in Maths, English, and Science (or equivalent).
- Proficiency in Microsoft Word, Excel, and PowerPoint at an intermediate level.
- Excellent organization and time management skills.
Administrator - Investment Managment employer: FY Recruitment
Contact Detail:
FY Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Investment Managment
✨Tip Number 1
Familiarise yourself with the financial services sector. Read up on current trends and news in investment management to show your genuine interest during interviews. This will help you engage in meaningful conversations with the team.
✨Tip Number 2
Brush up on your Salesforce skills. Since proficiency in managing data updates and reporting is crucial for this role, consider taking a quick online course or tutorial to enhance your knowledge before applying.
✨Tip Number 3
Practice your organisational skills by managing mock projects or events. This could involve planning a small gathering or creating a detailed schedule for a hypothetical sales campaign, which will demonstrate your ability to handle similar tasks in the role.
✨Tip Number 4
Network with professionals in the investment management field. Attend industry events or join relevant online forums to connect with potential colleagues. This can provide insights into the company culture and may even lead to referrals.
We think you need these skills to ace Administrator - Investment Managment
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your administrative experience, particularly in financial services. Emphasise your proficiency in MS Office and any relevant database management skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interest in the investment management sector. Mention specific experiences that demonstrate your proactive nature and ability to work as part of a team.
Highlight Relevant Skills: In your application, clearly outline your organisational and time management skills. Provide examples of how you've successfully managed multiple tasks or projects in previous roles.
Showcase Your Technical Proficiency: If you have experience with Salesforce or similar CRM systems, make sure to mention it. Detail how you've used these tools to manage data or support colleagues in past positions.
How to prepare for a job interview at FY Recruitment
✨Show Your Interest in Financial Services
Make sure to express your enthusiasm for the financial sector during the interview. Research the company and its services beforehand, and be prepared to discuss why you want to work in investment management specifically.
✨Demonstrate Your Administrative Skills
Highlight your previous administrative experience by providing specific examples of tasks you've handled. Discuss your proficiency with MS Office and any experience you have with databases or CRM systems like Salesforce.
✨Prepare for Teamwork Questions
Since the role requires collaboration with various teams, be ready to answer questions about your teamwork skills. Think of examples where you've successfully worked as part of a team and how you contributed to achieving common goals.
✨Organisational Skills are Key
The job involves managing multiple tasks and deadlines, so be prepared to discuss how you stay organised. Share techniques you use for time management and prioritising tasks, especially in a busy environment.
