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- Tasks: Support Investment Managers with administrative tasks and client account management.
- Company: Reputable wealth management firm in Bristol with a supportive culture.
- Benefits: Professional development, teamwork environment, and opportunities for growth.
- Why this job: Join a dynamic team and make a difference in wealth management.
- Qualifications: Experience in Wealth Management and level 4 qualification or willingness to pursue.
- Other info: Emphasis on initiative and professionalism in a collaborative setting.
The predicted salary is between 28800 - 43200 £ per year.
A reputable wealth management firm in Bristol is seeking an individual to provide administrative support to Investments Managers. The role requires previous experience in Wealth Management and proficiency in managing client accounts. Candidates should be level 4 qualified or willing to work towards it. The firm values initiative, teamwork, and professionalism, offering a supportive work environment.
Investment Operations Assistant in Bristol employer: LGT Vestra LLP
Contact Detail:
LGT Vestra LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Assistant in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, understand their values, and be ready to discuss how your experience aligns with their needs. Practising common interview questions can also give you a leg up.
✨Tip Number 3
Show off your initiative! During interviews, share examples of how you've taken charge in previous roles or projects. This will demonstrate that you’re not just a team player but also someone who can drive results.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Investment Operations Assistant role. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Investment Operations Assistant in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management and managing client accounts. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the firm. We love seeing candidates who show initiative and a genuine interest in our supportive work environment.
Showcase Your Qualifications: If you’re level 4 qualified or working towards it, make sure to mention this prominently. We appreciate candidates who are committed to their professional development, so let us know how you plan to grow in this role!
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’s super easy – just follow the prompts!
How to prepare for a job interview at LGT Vestra LLP
✨Know Your Wealth Management Basics
Brush up on your knowledge of wealth management principles and practices. Be prepared to discuss your previous experience in managing client accounts, as this will show your understanding of the industry and your ability to contribute effectively.
✨Showcase Your Initiative
Since the firm values initiative, think of examples where you took the lead on a project or improved a process. This could be anything from streamlining administrative tasks to enhancing client communication. Be ready to share these stories during the interview.
✨Emphasise Teamwork
Teamwork is key in this role, so come prepared with examples of how you've successfully collaborated with others in past positions. Highlight your ability to work well within a team and support your colleagues, as this aligns with the firm's supportive environment.
✨Prepare for Professionalism
Professionalism is crucial in wealth management. Dress appropriately for the interview and practice your communication skills. Be polite, articulate, and confident when discussing your qualifications and experiences, as this will leave a positive impression on the interviewers.
