Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist clients with account opening and documentation while ensuring compliance.
- Company: Global Wealth Management firm focused on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and help clients navigate their financial journeys.
- Qualifications: 1 year in investment or wealth management support; exam progress is a plus.
- Other info: Great opportunity for career growth in a fast-paced industry.
The predicted salary is between 36000 - 60000 £ per year.
My client are a Global Wealth Management firm.
Responsibilities include:
- Preparing account opening documentation
- Assisting clients with documentation completion
- Advising clients on Source of Wealth and KYC requirements
- Monitoring progress of account opening and providing regular updates to both clients and client owners
- Communicating with external service providers including but not limited to; third party custodians, pension providers and incumbent custodians
- Assisting in the co-ordination of new assets being transferred into client accounts
- Co-ordination of credit documentation and requirements for mortgage and lending when required
- Completion of simple tax forms when required
- Ensuring that client account opening packs are compliant and up to date when required
- Client Administration including withdrawals, new account set ups, ISA subscriptions, transfers of assets, and account closures
- Answering ad-hoc queries from clients and their external advisers
- Producing reporting documents for client meetings using Excel and PowerPoint where required
- Responsible for setup of quarterly valuation letter mailout where required
- Initiating and following to completion various processes
- Requesting documentary evidence and processing changes to client circumstances
- Recording new client assets in centralised pipeline tool
- Maintaining CRM client data as required
- Ensuring all key documents on the CRM are up to date and compliant; including but not limited to ATR, Fact Find and DMA
- Assisting in the completion of annual suitability reviews
Experience:
- Minimum of 1 year working within a similar support style role within Investment Management or Wealth Management
- Some progress towards exams will be advantageous
Investment Management Administrator employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Management Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and make a lasting impression.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to shine! Understand their values and how they align with your own. This will help you answer questions confidently and show that you’re genuinely interested in the role.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. We can’t stress enough how important it is to articulate your experience and skills clearly. The more you practice, the more comfortable you’ll feel when it’s time for the real deal.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way. We recommend expressing your appreciation for the opportunity and reiterating your enthusiasm for the position. It keeps you on their radar and shows your professionalism.
We think you need these skills to ace Investment Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Management Administrator role. Highlight relevant experience, especially in client administration and documentation processes, as this will show us you understand what we're looking for.
Showcase Your Skills: Don’t forget to showcase your skills in Excel and PowerPoint! Since you'll be producing reporting documents and managing client data, we want to see how you can bring those skills to the table.
Be Clear and Concise: When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point about why you're a great fit for the role and how your experience aligns with our needs.
Apply Through Our Website: Finally, make sure to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Jenson Fisher
✨Know Your Stuff
Make sure you understand the basics of investment management and wealth administration. Brush up on KYC requirements and Source of Wealth regulations, as these are crucial for the role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Communication Skills
Since the role involves liaising with clients and external service providers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, especially when dealing with complex information or resolving client queries.
✨Be Ready with Examples
Think of specific instances where you've successfully managed account openings or handled client documentation. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you demonstrate your experience and problem-solving skills effectively.
✨Excel and PowerPoint Proficiency
Since you'll be producing reports and presentations, make sure you're comfortable using Excel and PowerPoint. Consider preparing a mock report or presentation to showcase your skills during the interview. This practical demonstration can set you apart from other candidates.
