At a Glance
- Tasks: Support clients and financial advisers, ensuring top-notch service throughout the investment lifecycle.
- Company: Dynamic fund manager based in central Manchester, focused on regional economic growth.
- Benefits: Competitive salary up to £30,000 and opportunities for professional development.
- Other info: Flexible work environment with a focus on building relationships and career growth.
- Why this job: Join a growing team and make a real difference in client services within the finance sector.
- Qualifications: Experience in client-facing roles and strong Microsoft 365 skills required.
The predicted salary is between 30000 - 40000 £ per year.
Central Manchester
Salary up to £30,000
NJR Recruitment are working in partnership with a Fund Manager who champions the North of England, Northern Ireland and Scotland’s ecosystem and wider economy. Based in central Manchester, our client is now looking to recruit an additional ‘Client Services Executive’ to join their growing team. The primary purpose of the role is to provide support for clients, financial advisers, and internal teams, ensuring that an excellent service is maintained.
Responsibilities
- Deliver an efficient and professional service for all customers and financial advisers
- Management and administration of all client administration processes, for the lifecycle of all investments, from onboarding to withdrawal
- Input and maintain accurate records on our back-office system, as well as maintaining the online investor portal
- Answer incoming calls, taking the initiative to deal with enquiries raised by clients and their financial advisors
- Provide daily administration support both internally and externally, building relationships and maintaining regular contact with stakeholders
Skills Experience Required
- Previous experience in a client facing role, preferably within an FCA regulated investment manager or financial adviser firm
- Strong knowledge of Microsoft 365 programmes is essential, in particular Microsoft Excel
- Good organisation skills, with an ability to prioritise your workload and meet deadlines, whilst remaining flexible
- Excellent verbal and written communication skills, ideally with experience of dealing with financial intermediaries and their clients
- Takes personal responsibility for consistently delivering high quality work
If you come from an FCA background and have knowledge of various products then please send through a copy of your CV to the NJR team.
Investment Management Administrator employer: NJR Recruitment
As an Investment Management Administrator with our client in central Manchester, you will be part of a dynamic team that values collaboration and excellence in client service. The company offers a supportive work culture, competitive salary, and opportunities for professional growth within the thriving financial sector of the North of England. With a commitment to championing the local economy, this role provides a meaningful chance to contribute to the community while developing your career in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Management Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they focus on supporting the North's economy. Be ready to discuss how your skills can help them maintain their excellent client service.
✨Tip Number 3
Show off your tech skills! Since they’re looking for someone with strong Microsoft 365 knowledge, brush up on Excel and any other relevant tools. Maybe even create a quick project to demonstrate your abilities during the interview.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you’re serious about joining the team. Don’t miss out on this opportunity!
We think you need these skills to ace Investment Management Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Management Administrator role. Highlight your client-facing experience and any relevant skills, especially those related to Microsoft 365 and financial services.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your organisational skills and ability to manage multiple tasks.
Showcase Your Communication Skills:Since excellent communication is key in this role, make sure your written application reflects that. Keep your language clear and professional, and double-check for any typos or errors before hitting send!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at NJR Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and the specific services offered by the company. Familiarise yourself with common financial products and terms, as well as the regulatory environment. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Client Skills
Since this role involves a lot of client interaction, be prepared to discuss your previous experience in client-facing roles. Think of specific examples where you've provided excellent service or resolved issues effectively. This will demonstrate your ability to build relationships and maintain high standards of service.
✨Excel at Excel
Given the emphasis on Microsoft 365, especially Excel, make sure you're comfortable with its features. Brush up on your skills, particularly in data management and analysis. You might even want to prepare a few examples of how you've used Excel in past roles to streamline processes or improve efficiency.
✨Practice Your Communication
Excellent verbal and written communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely. You could even do a mock interview with a friend or family member to get feedback on your delivery and ensure you're ready to impress.
