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For Companies At a Glance
- Tasks: Support investment teams with client meetings, file notes, and account management.
- Company: Join a leading Wealth Management firm with a collaborative culture.
- Benefits: Competitive salary, growth opportunities, and a supportive work environment.
- Why this job: Be part of a dynamic team making a real impact in investment management.
- Qualifications: Experience in Financial Planning or Investment Management is preferred.
- Other info: Diversity and inclusion are at the heart of our company culture.
The predicted salary is between 28800 - 43200 £ per year.
A leading Wealth Management business are seeking a Team Administrator to join their Newcastle-based offices and work closely with the Investment Management division. This role will be part of a small and collaborative office, whilst being part of a larger, acquisitive wealth management firm who have demonstrated strong growth across the UK in recent years.
Responsibilities
- Supporting various teams as necessary e.g., writing up file notes, drafting letters, arranging client meetings
- Account opening and closing
- Transfer of stock into accounts and payments
- Updating Avaloq with static data
- Support Investment Managers with preparation and administration for client pitches and meetings
Qualifications
Due to the fast-paced nature of the role, the ideal candidate will have experience within either a Financial Planning/Advisory or Investment Management environment, working closely with Advisors and being a point of contact for clients.
Team Assistant, Investment Management in Newcastle upon Tyne employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Assistant, Investment Management in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their approach to wealth management. We want you to feel confident and ready to show how you can support their teams effectively.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, highlight your experience in financial planning or investment management. Be specific about how you've supported teams in the past—this will make you stand out!
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Team Assistant, Investment Management in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Team Assistant role. Highlight your experience in Financial Planning or Investment Management, as this will show us you understand the fast-paced environment we're in.
Showcase Your Skills: We want to see your organisational skills shine! Mention any relevant experience with client meetings, file notes, or administrative tasks that demonstrate your ability to support our Investment Managers effectively.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon unless it's relevant. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on the basics of investment management and financial planning. Familiarise yourself with common terms and processes, especially those mentioned in the job description, like account opening and stock transfers. This will show that you're not just interested but also knowledgeable about the field.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in a fast-paced environment. Think about times when you supported teams or managed client communications effectively. Being able to articulate these experiences will demonstrate your suitability for the role.
✨Be Ready to Collaborate
Since this role involves working closely with various teams, be prepared to discuss how you thrive in collaborative settings. Share examples of how you've successfully worked with others to achieve common goals, particularly in high-pressure situations.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the tools they use (like Avaloq), or how success is measured in the role. This shows your genuine interest and helps you assess if the company culture aligns with your values.
