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- Tasks: Manage investment accounts and provide top-notch client administration support.
- Company: Established investment firm with a client-first approach and over 40 years of experience.
- Benefits: Competitive salary, discretionary bonuses, health plans, and hybrid working options.
- Why this job: Join a growing team and make a real impact in the investment world.
- Qualifications: A-level education and 2 years in investment client servicing required.
- Other info: Enjoy excellent career development opportunities and regular company events.
The predicted salary is between 20000 - 27000 £ per year.
Leicester (our ref AL1397) hybrid option available
Salary to £33,000 dep on exp + excellent benefits
Previous experience in investment client servicing is essential for this role.
My client has welcomed clients for over 40 years, growing organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients, they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of the business.
The role involves being the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Responsibilities include maintaining records that meet the requirements of the firm and the regulator, as well as providing technical and administrative support to the Investment Manager and Financial Planner.
Main tasks will include:
- Establishment of Investment Accounts
- Day to Day Portfolio Management
- Calculations
- Liaison, Communications & Record Keeping
- Maintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments.
Knowledge, skills and abilities:
- Educated to A level standard (or equivalent) as a minimum
- A minimum of 2 years experience in investment client servicing and administration role
- Knowledge of the services that the firm provides to clients and of investments and associated products
- IT / keyboard skills
- Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods: phone, letter, e-mail, etc.
- Ability to create and maintain accurate computer-based records.
- Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate.
Remuneration and benefits:
- Salary - £25,000 to £33,000 per annum (Dependant on qualifications, knowledge, and experience).
- Discretionary bonus based on business performance.
- Life assurance - 2 x salary.
- Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available.
- Holiday - 24 days increasing incrementally in recognition of continuous service, in addition to all bank and public holidays.
- Health cash plan scheme includes support towards everyday health care costs, access to a discounts portal and Employee Assistance Programme.
- Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm.
- Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home.
- Professional qualifications - Financial support available for study materials and examinations along with study & exam leave.
- Communication and Recognition - Regular staff updates and company events.
- Free parking.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies; you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Investment Administrator in Loughborough employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator in Loughborough
✨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 interviews by brushing up on your knowledge of investment products and client servicing. Be ready to discuss how your previous experience aligns with the role, and don’t forget to showcase your communication skills – they’re key in this line of work!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable answering common questions. This will help you articulate your thoughts clearly and confidently when it’s time for the real deal.
✨Tip Number 4
Don’t just apply anywhere; focus on companies that resonate with your values. Check out our website for openings that match your skills and interests. Tailor your approach to each company, showing them why you’d be a great fit for their team!
We think you need these skills to ace Investment Administrator in Loughborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Administrator role. Highlight your experience in investment client servicing and any relevant skills that match the job description. We want to see how you can contribute to our team!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past roles to show how you've effectively communicated with clients or managed portfolios. This helps us see your potential impact on our business.
Keep It Professional: While we love a friendly tone, remember to keep your application professional. Use clear language and check for any typos or errors. A polished application shows us you’re serious about joining our team!
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 this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of investment products and client servicing. Familiarise yourself with the specific services the company offers, as well as any recent news in the investment sector. This will show that you're genuinely interested and prepared.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and various departments, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, whether through phone calls, emails, or face-to-face interactions.
✨Demonstrate Attention to Detail
As an Investment Administrator, accuracy is key. Bring examples of how you've maintained records or managed portfolios in the past. Highlight your ability to follow processes and ensure compliance with regulations, as this will be crucial for the role.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company's approach to client servicing or their investment strategies. This not only shows your interest but also gives you a chance to assess if the company aligns with your career goals.
