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For Companies At a Glance
- Tasks: Support Investment Managers with admin tasks and enhance client experiences.
- Company: Join Killik & Co, a leading name in Wealth Management.
- Benefits: Enjoy a competitive salary and a generous benefits package.
- Why this job: Kickstart your career in Wealth Management with growth potential to Trainee Investment Manager.
- Qualifications: A-level or equivalent education; admin experience preferred but not essential.
- Other info: Work hours are 9.00am to 5.30pm, Monday to Friday.
The predicted salary is between 28800 - 43200 £ per year.
Location: Kensington
Salary: Competitive salary plus a generous benefits package
Application Deadline: Wednesday, April 30, 2025
Job Summary
We are looking for a Branch Assistant to join our Kensington branch and provide full administrative support to a team of Investment Managers, and help the team deliver the best possible client experience for any prospects and clients of Killik & Co. This role provides a fantastic opportunity to get started in the Wealth Management industry and can develop into a Trainee Investment Manager position in the future.
Key Accountabilities
- Assisting Investment Managers as required
- Answering the telephones, triaging enquiries, answering basic enquiries, or taking messages and re-directing calls to the relevant Investment Manager
- Reception work - greeting clients, advising Investment Manager of client arrival, refreshments
- Post - opening, distribution, outbound in the afternoon
- Administration - completion of forms, handling settlement enquiries, general enquiries, chasing up client correspondence, filing correspondence/paperwork in relevant client file
- Setting up meeting rooms for client/prospect meetings and tidying up afterwards
- Ensuring all Trust/Stock Buy lists, product packs, magazine, brochures etc. are visible, tidy and up to date
- Distribution of any product packs and follow up of any returned forms
- Stock checks for stationary and office supplies as required
- Assisting with branch marketing initiatives
Key Competencies
- Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
- Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;
- Customer Service: Positive attitude to find solutions in line with FCA principles; Uses customer feedback to improve service;
- Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change;
- Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
- A good standard of education (minimum of A-level or equivalent, preferably in a relevant subject)
- Previous experience of administration
- Previous experience in financial services is advantageous but not essential
- Excellent communication skills - verbal and written
- Proactive and will strive to maintain high standards of work
- A demonstrable interest in Financial Markets is highly desirable
Contractual Hours: 9.00am to 5.30pm, Monday to Friday
Branch Assistant employer: Killik & Co
Contact Detail:
Killik & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Branch Assistant
✨Tip Number 1
Familiarise yourself with the Wealth Management industry. Read up on current trends, key players, and basic financial concepts. This knowledge will not only help you in interviews but also show your genuine interest in the field.
✨Tip Number 2
Practice your communication skills. Since the role involves a lot of client interaction, being able to convey information clearly and confidently is crucial. Consider role-playing common scenarios with a friend or family member.
✨Tip Number 3
Network with professionals in the financial services sector. Attend local events or join online forums related to Wealth Management. Building connections can provide insights into the role and may even lead to referrals.
✨Tip Number 4
Demonstrate your organisational skills. Since the job involves administrative tasks, think of ways to showcase your ability to manage multiple responsibilities effectively. You could prepare examples from past experiences where you successfully handled similar duties.
We think you need these skills to ace Branch Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience and any exposure to financial services. Emphasise skills that align with the key competencies mentioned in the job description, such as communication and customer service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the wealth management industry. Mention specific examples of how your previous experiences have prepared you for the responsibilities of a Branch Assistant.
Highlight Relevant Skills: In your application, focus on skills like organisation, communication, and adaptability. Provide examples of how you've successfully managed multiple tasks or improved processes in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at Killik & Co
✨Research the Company
Before your interview, take some time to learn about Killik & Co. Understand their values, services, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Prepare for Common Questions
Anticipate questions related to your administrative experience and customer service skills. Be ready to discuss how you've handled challenging situations in the past and how you can contribute to the team’s success.
✨Showcase Your Communication Skills
As a Branch Assistant, clear communication is key. During the interview, demonstrate your verbal and written communication skills by articulating your thoughts clearly and confidently.
✨Express Your Interest in Financial Markets
Since a demonstrable interest in financial markets is highly desirable, be prepared to discuss any relevant knowledge or experiences you have. This could include recent market trends or personal investments, showing that you're engaged with the industry.
