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For Companies At a Glance
- Tasks: Manage portfolios, support onboarding, and drive process improvements.
- Company: Join a dynamic Wealth & Investment business in Bristol.
- Benefits: Enjoy a competitive salary, flexible hybrid working, and personal development opportunities.
- Why this job: Be part of a collaborative team focused on operational efficiency 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 40000 - 45000 £ per year.
Location: Bristol
Salary: £40,000 – £45,000
Type: Permanent
Workplace: On-Site
Reference: 88788
Job Title: Senior Administrator – Intermediaries
Location: Cardiff | Hybrid
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.
- Manage team inboxes, engaging with internal and external stakeholders.
- Support onboarding of intermediary firms in line with CDD and AML standards.
- Collaborate with internal teams including IT, Finance, Operations, and Business Management.
- Contribute to 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 stakeholder management skills.
- Numerate with the ability to produce relevant management information (MI).
Desirable
- Degree-qualified.
- Detail-oriented and highly organized.
- Comfortable managing multiple priorities in a fast-paced environment.
What’s on Offer
- Salary up to £45,000 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 key responsibilities of the role, especially around operational efficiency and process improvement. Think about specific examples from your past experience where you've successfully managed similar tasks, as this will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the wealth and investment sector, particularly those who have experience in intermediary roles. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 3
Brush up on your knowledge of client due diligence (CDD) and anti-money laundering (AML) standards. Being able to discuss these topics confidently will demonstrate your understanding of the regulatory environment and show that you're prepared for the responsibilities of the role.
✨Tip Number 4
Prepare to showcase your stakeholder management skills. Think of scenarios where you've effectively communicated with various stakeholders, as this is crucial for the role. Highlighting your ability to manage relationships will make a strong impression.
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, explain why you are interested in the Senior Administrator position and how your skills align with the responsibilities outlined in the job description. Mention your experience with operational processes and stakeholder management.
Showcase Your Communication Skills: Since the role requires confident communication with internal and external stakeholders, provide examples in your application that demonstrate your ability to engage effectively with different parties.
Highlight Continuous Improvement Initiatives: Discuss any previous experiences where you contributed to process improvements or change initiatives. This will show your potential employer that you are proactive and focused on driving efficiency.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Relevant Experience
Make sure to highlight your background in investment management, wealth management, or banking during the interview. Be prepared to discuss specific examples of how you've successfully managed client due diligence (CDD) and front office operations.
✨Demonstrate Strong Communication Skills
As a Senior Administrator, you'll need to engage with various stakeholders. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've effectively communicated in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle operational challenges. Think of scenarios where you've driven continuous improvement initiatives or managed multiple priorities, and be ready to share those experiences.
✨Research the Company Culture
Familiarise yourself with the company's values and work environment. Understanding their focus on personal development and internal progression will help you align your answers with what they are looking for in a candidate.
