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- Tasks: Support the Investment Management team with client presentations and account management.
- Company: Leading Wealth Management firm in Newcastle upon Tyne with an inclusive culture.
- Benefits: Join a growing team with opportunities for career development.
- Why this job: Be part of a dynamic environment and make a difference in financial services.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Great opportunity to grow within a supportive team.
The predicted salary is between 30000 - 42000 £ per year.
A leading Wealth Management firm in Newcastle upon Tyne is seeking a Team Administrator to support their Investment Management division. The role involves various administrative tasks including client support, account management, and assisting Investment Managers with client presentations.
Candidates should have experience in financial services, particularly in Financial Planning or Investment Management environments, and demonstrate strong organizational skills. This is an excellent opportunity to join a growing team within an inclusive company culture.
Investment Management Team Support Specialist in Newcastle upon Tyne employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Management Team Support Specialist in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those who work at the firm you're eyeing. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by brushing up on your financial services knowledge. Make sure you can talk confidently about client support and account management. We want you to show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Don’t underestimate the power of a follow-up! After your interview, drop a quick thank-you email to express your appreciation. It shows you’re keen and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Investment Management Team Support Specialist in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially in Investment Management or Financial Planning. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how you can contribute to our team. We love seeing genuine enthusiasm and a good fit for our inclusive culture.
Showcase Your Organisational Skills: Since the role involves various administrative tasks, make sure to highlight your organisational skills in both your CV and cover letter. We’re looking for someone who can juggle multiple tasks efficiently, so give us examples of how you’ve done this before!
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services, especially in Investment Management and Financial Planning. Familiarise yourself with common terms and concepts, as well as the specific services offered by the firm. This will show that you're not just interested in the role, but that you understand the industry.
✨Show Off Your Organisational Skills
Since the role involves a lot of administrative tasks, be ready to discuss how you've successfully managed multiple priorities in the past. Prepare examples that highlight your organisational skills, such as how you handled tight deadlines or coordinated client presentations. This will demonstrate that you can thrive in a busy environment.
✨Prepare for Client Interaction Scenarios
As client support is a key part of the job, think about how you would handle various client scenarios. Be prepared to answer questions about how you would manage client inquiries or resolve issues. This will help the interviewers see that you have the right approach to client relations.
✨Embrace the Company Culture
Research the company’s culture and values before the interview. Be ready to discuss how you align with their inclusive environment and how you can contribute to the team. Showing that you fit into their culture can set you apart from other candidates.
