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- Tasks: Manage portfolios, support onboarding, and drive process improvements.
- Company: Join a dynamic Wealth & Investment business in London.
- Benefits: Enjoy a competitive salary, flexible hybrid working, and personal development opportunities.
- Why this job: Be part of a collaborative team focused on operational excellence and continuous improvement.
- Qualifications: Experience in investment management or banking; strong communication and organisational skills required.
- Other info: Ideal for detail-oriented individuals who thrive in fast-paced environments.
The predicted salary is between 44000 - 66000 £ per year.
Location: London
Salary: Competitive
Type: Permanent
Workplace: On-Site
Reference: 88790
Recruiter: Managing This Role
Senior Administrator Wealth & Investments
Location: London | Hybrid | Up to £55,000
An exciting opportunity to join a growing Wealth & Investment business in a Senior Administrator role supporting the Intermediaries Office. This position plays a key role in delivering operational efficiency, supporting change initiatives, and improving processes across the business.
Key Responsibilities
- Oversee monthly portfolio rebalancing and ensure smooth operational processes.
- Actively manage team inboxes, engaging with both internal and external stakeholders.
- Support onboarding of intermediary firms in line with CDD and AML standards.
- Collaborate with internal teams including IT, Finance, Ops, and Business Management.
- Contribute to and represent the team in governance meetings, forums, and change projects.
- Drive continuous improvement initiatives within the team.
Required Experience
- Background in investment management, wealth management, or banking.
- Strong understanding of client due diligence (CDD) and front office operations.
- Good knowledge of investment/fund management.
- Confident communicator with strong stakeholder management skills.
- Numerate with ability to produce relevant management information (MI).
Desirable
- Degree-qualified.
- Detail-oriented and highly organised.
- Comfortable managing multiple priorities in a fast-paced environment.
Whats on Offer
- Up to £55,000 salary depending on experience.
- Flexible hybrid working.
- Opportunity to work in a collaborative, high-performing environment.
- Strong focus on personal development and internal progression.
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Senior Administrator – Intermediaries employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator – Intermediaries
✨Tip Number 1
Familiarise yourself with the latest trends in wealth and investment management. Understanding current market dynamics and regulatory changes will not only boost your confidence but also demonstrate your commitment to the field during discussions.
✨Tip Number 2
Network with professionals in the industry, especially those who work in intermediary roles. Attend relevant events or webinars to connect with potential colleagues and gain insights into the company culture at StudySmarter.
✨Tip Number 3
Brush up on your stakeholder management skills. Prepare examples of how you've successfully engaged with various stakeholders in previous roles, as this will be crucial for the Senior Administrator position.
✨Tip Number 4
Showcase your ability to drive continuous improvement. Think of specific instances where you've implemented process enhancements or operational efficiencies, as this aligns perfectly with the responsibilities of the role.
We think you need these skills to ace Senior Administrator – Intermediaries
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, wealth management, or banking. Emphasise your understanding of client due diligence (CDD) and front office operations, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific examples of how you've contributed to operational efficiency or supported change initiatives in previous roles.
Highlight Stakeholder Management Skills: Since strong stakeholder management skills are essential, provide examples of how you've effectively communicated and collaborated with both internal and external stakeholders in your application.
Showcase Continuous Improvement Initiatives: Demonstrate your ability to drive continuous improvement by including examples of past projects where you identified inefficiencies and implemented successful changes.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Relevant Experience
Make sure to highlight your background in investment management or wealth management during the interview. Discuss specific examples of how you've successfully managed client due diligence and operational processes, as this will demonstrate your suitability for the Senior Administrator role.
✨Prepare for Stakeholder Engagement
Since the role involves engaging with both internal and external stakeholders, be ready to discuss your communication strategies. Think of instances where you effectively managed relationships and resolved conflicts, as this will showcase your strong stakeholder management skills.
✨Demonstrate Your Organisational Skills
Given the fast-paced environment, it's crucial to convey your ability to manage multiple priorities. Prepare examples that illustrate how you stay organised and detail-oriented, especially when overseeing tasks like monthly portfolio rebalancing.
✨Emphasise Continuous Improvement Initiatives
The company values continuous improvement, so come prepared with ideas or past experiences where you've driven efficiency or process enhancements. This will show your proactive approach and alignment with their goals for operational excellence.
