At a Glance
- Tasks: Support Portfolio Managers with client onboarding, cash monitoring, and report production.
- Company: A leading wealth management firm in the heart of Mayfair.
- Benefits: Gain valuable experience in finance with a competitive salary and career growth.
- Other info: Opportunity to work towards CISI Level 3 qualification in a supportive setting.
- Why this job: Kickstart your career in wealth management while working in a dynamic team environment.
- Qualifications: Previous admin experience, strong attention to detail, and excellent communication skills.
The predicted salary is between 30000 - 40000 £ per year.
One of our fabulous wealth management clients is looking to fill a FTC Maternity Cover - Portfolio Administrator – 12 months. They are looking for a proactive and organised Portfolio Administrator to join their Fund Research team who are based in Mayfair. This is an excellent opportunity for someone with previous administration experience who is looking to build a career in wealth management. Working closely with Portfolio Managers, you will provide essential administrative support, helping to ensure the smooth day-to-day running of client portfolios and investment operations.
Duties will include:
- Onboarding new clients and setting up accounts accurately.
- Monitoring cash transactions and supporting trade execution.
- Managing team enquiries and liaising with investment managers.
- Producing client reports, presentations and portfolio information.
- Providing administrative support, including reporting and quarterly fee processing.
The role will suit someone who has previous administration experience, ideally within financial services. They are looking for someone highly organised who has excellent attention to detail. As well as strong Microsoft skills, they would like a strong communicator and team player. This is a busy role where you will need to manage priorities and be able to work at all levels within the business.
Ideally, they would like someone who holds or is working towards their CISI Level 3 UK Financial Regulation qualification.
Portfolio Administrator – 12 months FTC employer: Joyce Guiness Limited
Join a dynamic wealth management firm in the heart of Mayfair, where your role as a Portfolio Administrator will be pivotal in supporting our Fund Research team. We pride ourselves on fostering a collaborative work culture that encourages professional growth and development, offering you the chance to enhance your skills in financial services while enjoying a supportive environment. With competitive benefits and a commitment to employee well-being, this is an exceptional opportunity for those looking to make a meaningful impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Administrator – 12 months FTC
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Joyce Guiness Limited.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Joyce Guiness Limited might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Portfolio Administrator – 12 months FTC
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Joyce Guiness Limited will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Joyce Guiness Limited. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Joyce Guiness Limited confidence in your short-term commitment to the role.
How to prepare for a job interview at Joyce Guiness Limited
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Joyce Guiness Limited.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Joyce Guiness Limited that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
