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For Companies At a Glance
- Tasks: Provide top-notch admin support to Investment Managers and ensure smooth operations.
- Company: Respected UK wealth management firm with a collaborative culture.
- Benefits: Salary up to £32,500, excellent benefits, and hybrid working after probation.
- Why this job: Kickstart your career in investment management and make a real impact.
- Qualifications: Experience in financial services administration and strong attention to detail.
- Other info: Structured onboarding, training, and clear development opportunities await you.
The predicted salary is between 26000 - 39000 £ per year.
An established and highly respected UK wealth management firm is looking to recruit an Investment Administrator to support Investment Managers within their Portfolio Management function. This is an excellent opportunity for someone with experience in financial services administration who is looking to develop their career within investment management, working in a professional, collaborative, and client-focused environment.
The Role
Reporting into senior members of the investment support team, you will provide high-quality administrative support to Investment Managers, helping to ensure smooth day-to-day operations and positive client outcomes, while working within a regulated and compliance-led framework.
Key Responsibilities
- Providing comprehensive administrative support to Investment Managers and wider portfolio management teams
- Opening and closing client accounts and maintaining accurate client records
- Processing stock transfers, payments, and other account-related transactions
- Updating client and account data on internal systems
- Producing reports using Excel and internal data sources
- Supporting the preparation of client meetings, reviews, and presentations
- Arranging client meetings and drafting correspondence and file notes
- Assisting with ad-hoc projects and ongoing process improvements
- Ensuring all work is completed in line with regulatory and compliance requirements
- Building strong internal and external relationships through accurate and timely support
Skills & Experience Required
- Previous experience in an investment administration / wealth management / financial services role
- Strong attention to detail and high levels of accuracy
- Confident user of Microsoft Word and Excel
- Excellent organisational and time-management skills
- Professional communication skills and a client-focused approach
- Ability to work independently while contributing effectively within a team
- Understanding of working in a regulated environment (FCA awareness desirable)
What’s on Offer
- Salary up to £32,500 (dependent on experience)
- Excellent benefits package
- Structured onboarding and training
- Clear opportunity for development within investment management
- Hybrid working after successful completion of probation
- Supportive, professional, and high-quality working environment
Investment Administrator in Newcastle upon Tyne employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Investment Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment management and the specific firm you're applying to. Show them you’re not just another candidate; you’re genuinely interested in their work and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! As an Investment Administrator, you'll need to convey information clearly and professionally. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge over other candidates. Plus, we love seeing familiar faces!
We think you need these skills to ace Investment Administrator in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment management and how your background makes you a great fit for us. Keep it professional but let your personality show through.
Showcase Your Skills: Don’t forget to mention your proficiency in Microsoft Word and Excel, as well as your attention to detail. We love candidates who can demonstrate their organisational skills and client-focused approach, so give us examples!
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 shows you’re keen on joining our team!
How to prepare for a job interview at mbf
✨Know Your Numbers
As an Investment Administrator, you'll be dealing with financial data daily. Brush up on your Excel skills and be ready to discuss how you've used spreadsheets in previous roles. Maybe even prepare a few examples of reports you've created or data analyses you've conducted.
✨Understand the Regulatory Landscape
Since this role involves working within a regulated environment, make sure you have a solid understanding of compliance and regulatory requirements in financial services. Familiarise yourself with the FCA guidelines and be prepared to discuss how you’ve adhered to these in past positions.
✨Showcase Your Attention to Detail
Attention to detail is crucial in investment administration. During the interview, highlight specific instances where your meticulous nature has led to positive outcomes, such as preventing errors or improving processes. This will demonstrate your fit for the role.
✨Prepare for Client-Focused Scenarios
Since the job requires a client-focused approach, think of examples where you've successfully built relationships with clients or colleagues. Be ready to discuss how you handle client queries and ensure their needs are met, showcasing your professional communication skills.
