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- Tasks: Provide top-notch admin support to Investment Managers and help clients achieve their financial goals.
- Company: A respected wealth management firm with exciting growth plans.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional development.
- 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 communication skills.
- Other info: Great chance to grow your career in a fast-paced financial environment.
The predicted salary is between 30000 - 42000 £ per year.
The Company: A well-respected and professional financial planning/wealth management firm with ambitious growth plans.
The Role: The Investment Administrator will provide excellent administrative support to a team of Investment Managers to help 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 colleagues within the wider team to ensure the team is 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 by 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. Strong communication skills. Proficient in Word, Excel and PowerPoint.
Investment Administrator , Wealth Management Support , Newcastle in Newcastle upon Tyne employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd 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 brushing up on your knowledge of investment portfolios and client management. We recommend practising common interview questions and having examples ready that showcase your skills in administration and communication.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Investment Administrator role. We make it easy for you to showcase your skills and experience directly to the hiring team!
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 reflects the skills and experience mentioned in the job description. Highlight your previous roles in wealth management support or investment administration, and don’t forget to showcase your communication skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Investment Administrator role. Mention specific experiences that relate to the tasks listed, like drafting letters or arranging client meetings.
Showcase Your Tech Skills: Since proficiency in Word, Excel, and PowerPoint is key, make sure to mention any relevant projects or tasks where you’ve used these tools. If you have experience with Avaloq, definitely highlight that too!
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 Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and wealth planning. Familiarise yourself with the company’s services and recent news in the financial sector. This will show that you're genuinely interested and prepared.
✨Showcase Your Skills
Be ready to discuss your experience with administrative tasks, especially those related to client management and portfolio monitoring. Prepare specific examples of how you've used Excel or other tools to support your team effectively.
✨Communication is Key
Since strong communication skills are essential for this role, practice articulating your thoughts clearly. Think about how you can demonstrate your ability to draft professional correspondence and arrange meetings efficiently.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, ongoing projects, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
