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- Tasks: Support Investment Managers by managing client meetings and updating data systems.
- Company: Reputable financial planning firm in Newcastle upon Tyne with a focus on client success.
- Benefits: Opportunity for career growth within a dynamic team environment.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: 1-2 years of relevant experience and proficiency in Word, Excel, and PowerPoint.
- Other info: Ideal for those looking to kickstart their career in finance.
The predicted salary is between 28800 - 43200 £ per year.
A reputable financial planning firm in Newcastle upon Tyne is seeking an Investment Administrator to provide essential administrative support to Investment Managers. The role includes managing client meetings, drafting correspondence, and updating data systems, ensuring effective monitoring of investment portfolios.
Candidates should have 1-2 years of relevant experience and proficiency in Word, Excel, and PowerPoint. This position offers the opportunity to grow within a dynamic team committed to client success.
Wealth Management Admin & Portfolio Support Specialist 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 Wealth Management Admin & Portfolio Support Specialist in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to investment administration. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work with Word, Excel, and PowerPoint to demonstrate your proficiency during interviews. It’s a great way to stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job in wealth management. Plus, it’s the best way to stay updated on new opportunities.
We think you need these skills to ace Wealth Management Admin & Portfolio Support Specialist in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in investment administration. We want to see how your skills in managing client meetings and updating data systems align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team's success. Keep it concise but impactful!
Showcase Your Tech Skills: Since proficiency in Word, Excel, and PowerPoint is key, don’t forget to mention specific examples of how you've used these tools in your previous roles. We love seeing practical applications of your skills!
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 this exciting opportunity in our dynamic team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and the specific responsibilities of an Investment Administrator. Familiarise yourself with common industry terms and practices, as well as the firm's approach to client success.
✨Showcase Your Skills
Since proficiency in Word, Excel, and PowerPoint is key, be ready to discuss how you've used these tools in previous roles. Prepare examples that highlight your ability to manage data systems and support investment managers effectively.
✨Prepare for Common Questions
Think about questions related to client meetings and correspondence. Be ready to explain how you would handle scheduling conflicts or draft professional communications, showcasing your organisational skills and attention to detail.
✨Demonstrate Team Spirit
This role is all about being part of a dynamic team. Share examples of how you've collaborated with others in past positions, and express your enthusiasm for contributing to a team committed to client success.
