At a Glance
- Tasks: Manage finance admin tasks and support investment operations with precision.
- Company: Respected Wealth Management firm with ambitious growth plans.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Proactive learning culture with opportunities for career advancement.
- Why this job: Join a dynamic team and make a real impact in the finance sector.
- Qualifications: 1-2 years of finance or accounting experience and strong numerical skills.
The Company: A highly respected and professional Wealth Management firm with ambitious growth plans.
The Role: The Finance Administrator will be responsible for the administrational aspects of Investment Company AIM VCT in line with organisational and regulatory requirements. The Finance Administrator will deal with any general shareholder and intermediary enquiries and information requests. Assist with the daily/weekly and monthly transactional postings and ensure they reconcile to the banks. The Finance Administrator will assist with the processing and allocation of payments to suppliers and maintain creditors ledgers. Assist with the preparation of the timely and accurate submissions of Net Asset Value Disclosures to the London Stock Exchange on a weekly basis. Assist with all aspects of administration in relation to VCT buyback including the monitoring of disclosures. The Finance Administrator will process VCT applications in relation to Offers open and carry out all related administration pre- and post-allotment. Conduct anti-money laundering reviews and checks on VCT applicants, complete risk reviews and obtain additional information/documentation if required. Deal with any agency transfer requests. Assist with ad-hoc projects and analysis reports. The Finance Administrator will update KPI information and assist with departmental MI. Maintain departmental filing system including data destruction. Carry out any other relevant duties within the remit of the role and as reasonably directed by management. Be proactive in developing knowledge of the industry and the market.
The Candidate:
- 1-2 years Finance or Accounting experience – from an administrative level
- Numerical aptitude
- Relevant technical knowledge
- Proficient in Word, Excel and Outlook
- Excellent knowledge of internal procedures and processes
- Understand the Regulatory and Compliance requirements and processes relevant for your role and follow them and escalate areas of concern or issue in a timely manner
- High level of accuracy/attention to detail – quality output
Finance Administrator, Accounting & Operations , Investment Management in Great Marton employer: JJ Search
As an independent and high-quality Wealth Manager, our company offers a dynamic work environment where recent graduates can thrive in the Financial Planning Trainee role. With a strong emphasis on employee growth, we provide comprehensive training and mentorship opportunities, fostering a culture of collaboration and support. Located in a vibrant area, our team enjoys a balanced work-life atmosphere, making it an excellent place for those looking to build a meaningful career in Wealth Management.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Administrator, Accounting & Operations , Investment Management in Great Marton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JJ Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Administrator, Accounting & Operations , Investment Management in Great Marton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JJ Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JJ Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JJ Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JJ Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JJ Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JJ Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
