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For Companies At a Glance
- Tasks: Manage client queries, transfers, and payment instructions while supporting team meetings.
- Company: Join one of the UK's top wealth management firms with a strong national presence.
- Benefits: Enjoy hybrid working, a competitive salary up to £34,000, and a discretionary bonus scheme.
- Why this job: Be part of a dynamic team, build valuable relationships, and enhance your career in finance.
- Qualifications: Experience in investment or wealth management is essential; familiarity with client interactions is a plus.
- Other info: This role offers a great opportunity for growth in a supportive environment.
The predicted salary is between 20400 - 47600 £ per year.
This national investment management firm, one of the UK's leading wealth management firms, is currently seeking an experienced investment administrator to join their team in London (hybrid working).
In this role you will:
- Deal with client and introducer queries
- Handle transfers and payment instructions
- Assist in meeting preparation
- Build relationships with introducers
- Ensure workflow is effectively managed
You must have experience working in a similar role within a wealth management or investment management environment dealing with investment managers, advisers, and product providers.
Basic salary to £34,000, discretionary bonus scheme and benefits.
Investment Administrator - London (hybrid working) employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator - London (hybrid working)
✨Tip Number 1
Familiarise yourself with the specific investment products and services offered by the firm. Understanding their offerings will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work at the firm or similar companies. Attend industry events or join relevant online forums to build connections that could provide insights or referrals.
✨Tip Number 3
Prepare for potential interview questions by reviewing common scenarios faced by investment administrators. Think about how you would handle client queries or manage workflow effectively, as these are key aspects of the role.
✨Tip Number 4
Showcase your organisational skills and attention to detail during any interactions with the company. Whether it's through timely follow-ups or well-prepared questions, demonstrating these traits can set you apart from other candidates.
We think you need these skills to ace Investment Administrator - London (hybrid working)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements. Highlight your relevant experience in investment administration and how it aligns with the role.
Tailor Your CV: Customise your CV to reflect your experience in wealth management or investment management. Emphasise your skills in handling client queries, managing workflows, and building relationships with introducers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position. Mention specific examples of how you've successfully managed similar tasks in previous roles and how you can contribute to the firm's success.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at MI Search Ltd
✨Know Your Investment Basics
Brush up on your knowledge of investment management and wealth management principles. Be prepared to discuss your understanding of different investment products and how they relate to client needs.
✨Demonstrate Client Relationship Skills
Since the role involves dealing with client queries and building relationships, think of examples from your past experience where you successfully managed client interactions. Highlight your communication skills and ability to resolve issues.
✨Prepare for Workflow Management Questions
Expect questions about how you manage your workload and prioritise tasks. Be ready to share specific strategies or tools you use to stay organised, especially in a hybrid working environment.
✨Show Enthusiasm for the Role
Express genuine interest in the position and the company. Research the firm’s values and recent developments in the investment sector, and be prepared to discuss how you can contribute to their success.
