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- Tasks: Support a dynamic Investment Management team with client relationships and investment trades.
- Company: Join a reputable Wealth Management firm focused on High Net Worth clients.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Be part of a successful team making a real impact in wealth management.
- Qualifications: 3+ years in private client support; Level 4/RDR UK investment competency required.
- Other info: Ideal for self-motivated individuals who thrive in a team-oriented setting.
The predicted salary is between 36000 - 60000 £ per year.
The Company: An established Wealth Management firm specialising in High Net Worth client and Investment Management.
The Role: This is a fantastic opportunity for an Investment Desk Administrator to assist a successful Investment Management team with the management of the teams’ clients for a highly credible Wealth Management business. You will support the continued growth of this successful team by helping to service relationships with their HNW clients who have investment portfolios. The Investment Desk Administrator will initiate, monitor and ensure full completion/settlement of investment trades, assisting with portfolios. The Investment Desk Administrator will help the Investment Management team with the annual review of the private client’s investment objectives and restrictions and will attend private client team meetings when required and support new business development efforts. The Investment Desk Administrator will prepare documents for private client meetings and investment reviews and will be responsible for the production of bespoke monthly and quarterly private client investment reports for the Wealth Management company. Private client communication and dispatch of periodic reports (quarterly valuations, tax packs). The Investment Desk Administrator will facilitate client onboarding, account set up and life cycle events and will ensure that necessary client documentation is held on file and up-to-date.
The Candidate: At least 3 years’ experience in a similar private client support, wealth management, investment support role. Level 4/RDR UK investment competency required - IAD (Investment Advice Diploma). Analytical with strong numeracy skills. Excellent communication skills, written and verbal as well as strong organisational skills. Ability to use initiative and work independently. Team oriented with flexible approach. Self-motivated to achieve goals to improve own and company performance.
Administrator - JJ Search employer: JJ Search
Contact Detail:
JJ Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - JJ Search
✨Tip Number 1
Familiarise yourself with the wealth management industry, especially focusing on high net worth clients. Understanding the specific needs and expectations of these clients will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your analytical and numeracy skills, as these are crucial for the role. Consider taking a short course or using online resources to enhance your proficiency in these areas before applying.
✨Tip Number 4
Prepare to demonstrate your organisational skills during the interview. Think of examples from your past experience where you successfully managed multiple tasks or projects, as this will show your capability to handle the responsibilities of the role.
We think you need these skills to ace Administrator - JJ Search
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client support and wealth management. Emphasise your analytical skills, numeracy, and any qualifications like the Investment Advice Diploma.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the Administrator role at JJ Search. Mention specific experiences that demonstrate your ability to manage client relationships and support investment management teams.
Showcase Communication Skills: Since excellent communication is key for this role, include examples of how you've effectively communicated with clients or team members in previous positions. This can be in your CV or cover letter.
Highlight Organisational Abilities: Discuss your organisational skills and provide examples of how you've successfully managed multiple tasks or projects. This will show that you can handle the responsibilities of the Investment Desk Administrator role.
How to prepare for a job interview at JJ Search
✨Showcase Your Experience
Make sure to highlight your previous experience in private client support or wealth management. Be prepared to discuss specific examples of how you've assisted clients and managed investment portfolios.
✨Demonstrate Strong Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly. You might be asked to explain complex investment concepts, so ensure you can do this in a straightforward manner.
✨Prepare for Technical Questions
Brush up on your knowledge of investment processes and the financial markets. Expect questions about trade settlements, portfolio management, and client onboarding procedures, as these are crucial aspects of the role.
✨Exhibit Organisational Skills
Be ready to discuss how you manage multiple tasks and prioritise effectively. You could be asked about your methods for keeping track of client documentation and ensuring everything is up-to-date.
