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- Tasks: Manage investment accounts and provide top-notch client service.
- Company: Established firm with over 40 years of client-focused experience.
- Benefits: Salary up to £33,000, hybrid work, and excellent perks.
- Why this job: Join a team that values clients and offers real career growth.
- Qualifications: Experience in investment client servicing is a must.
Take the next step in your career now, scroll down to read the full role description and make your application.
Location: Leicester (our ref AL1397) hybrid option available
Salary: up to £33,000 depending on experience + excellent benefits
Previous experience in investment client servicing is essential for this role.
My client has welcomed clients for over 40 years, and the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients...
Investment Administrator employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment 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 those interviews! Research common questions for investment client servicing roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your experience effectively.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your previous successes in investment client servicing. This will not only impress potential employers but also give you confidence during interviews.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for the Investment Administrator position. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in investment client servicing. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
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 you can contribute to our client-centric approach. Keep it engaging and personal!
Be Clear and Concise: When filling out your application, clarity is key. We appreciate straightforward answers that get to the point. Avoid jargon unless it’s relevant to the investment sector!
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!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Investment Basics
Before heading into the interview, brush up on your investment knowledge. Understand key concepts and current market trends, as this will show your potential employer that you're not just familiar with the basics but also engaged with the industry.
✨Showcase Your Client Servicing Skills
Since previous experience in investment client servicing is essential, prepare specific examples from your past roles where you successfully managed client relationships. Highlight how you resolved issues or improved client satisfaction to demonstrate your value.
✨Research the Company
Take some time to learn about the company’s history, values, and recent developments. This will not only help you tailor your answers but also show that you’re genuinely interested in being part of their team.
✨Prepare Questions to Ask
Interviews are a two-way street, so think of insightful questions to ask your interviewer. Inquire about the company culture, team dynamics, or future projects. This shows that you’re proactive and serious about the role.
