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- Tasks: Provide top-notch admin support to Investment Managers and help clients achieve their financial goals.
- Company: Respected wealth management firm with exciting growth plans.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 1-2 years in wealth management support and strong skills in Word, Excel, and PowerPoint.
- Other info: Great opportunity for career growth in a fast-paced financial environment.
The predicted salary is between 30000 - 42000 £ per year.
A well respected and professional financial planning / wealth management firm with ambitious growth plans.
The Investment Administrator will provide excellent administrative support to a team of Investment Managers to help to deliver good client outcomes. Work efficiently and effectively with the Investment Management team with daily administration tasks associated with the ongoing monitoring of client investment portfolios. Working closely with the colleagues within the wider team to ensure the team are fully supported.
The Investment Administrator will be responsible for:
- Writing up file notes
- Drafting letters
- Arranging client meetings
- Account opening and closing
- Making transfer of stock into accounts and payments
- Updating Avaloq with static data
- Producing excel reports via data held on Avaloq
- Supporting the Desk, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly
- Supporting Investment Managers with preparation and administration for client pitches and meetings
- Assisting the team with ongoing projects
- Carrying out any other relevant duties within the remit of the role and as reasonably directed by management
The Candidate:
- 1-2 years experience in a similar wealth management support, wealth planning administration or investment management administration role, or Client Services within Wealth Management
- Proficient in Word, Excel and PowerPoint
Investment Administrator , Wealth Management Support , Newcastle in Newcastle upon Tyne employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator , Wealth Management Support , Newcastle in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who work at firms you're interested in. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show that you’re not just another candidate; you’re genuinely excited about contributing to their growth plans and supporting their investment managers.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client service and administrative tasks. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨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 directly with us.
We think you need these skills to ace Investment Administrator , Wealth Management Support , Newcastle in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management support or investment administration. We want to see how your skills align with the role, so don’t be shy about showcasing your proficiency in Word, Excel, and PowerPoint!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can contribute to our team. We love seeing enthusiasm and a good understanding of what we do.
Showcase Your Attention to Detail: As an Investment Administrator, attention to detail is key. In your application, highlight any experiences where you’ve had to manage data or produce reports accurately. We need someone who can handle the nitty-gritty!
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 JJ SEARCH LIMITED
✨Know Your Numbers
Brush up on your knowledge of investment portfolios and financial terminology. Being able to discuss specific examples or metrics related to client outcomes will show that you understand the role and can contribute effectively.
✨Excel Skills are Key
Since you'll be producing reports in Excel, make sure you're comfortable with functions and data manipulation. Consider preparing a few examples of how you've used Excel in previous roles to streamline processes or improve reporting.
✨Demonstrate Team Spirit
This role involves working closely with Investment Managers and other team members. Be ready to share examples of how you've collaborated in past positions, highlighting your ability to support colleagues and contribute to team success.
✨Prepare for Client Interaction
As you'll be arranging client meetings and drafting correspondence, think about how you would handle client communications. Prepare to discuss your approach to maintaining professionalism and ensuring good client outcomes in your previous roles.
