At a Glance
- Tasks: Support the investment team with admin tasks, client meetings, and report preparation.
- Company: Established investment management firm in the heart of London.
- Benefits: Competitive salary, hybrid work model, and a supportive team environment.
- Other info: Collaborative culture with opportunities for professional growth.
- Why this job: Join a growing team and make a real impact in wealth management.
- Qualifications: 5+ years in investment admin, strong organisational skills, and attention to detail.
The predicted salary is between 45000 - 55000 £ per year.
Our client is a well-established, partner-owned investment management firm based in the City of London, with a headcount of circa 35 staff and partners. They provide bespoke investment and wealth management services to private clients, combining the investment standards of a large institution with a close, relationship-led service model. The firm also runs a dedicated wealth planning offering, delivering retirement, tax-efficient and estate planning advice to its private client base.
A great opportunity for an experienced private client investment administrator to join a growing team, providing high-quality administrative support to the Head of Wealth Planning and the wider team.
Key Responsibilities- Provide administrative support to the team, including diary management, arranging meetings, and responding to client and adviser correspondence.
- Produce accurate and timely reports and presentations for client and internal meetings.
- Prepare client meetings, including agendas, meeting packs, and post-meeting follow up.
- Work with the Head of Wealth Planning to design and implement team processes and procedures.
- Build and maintain strong working relationships with clients, their advisers, and internal colleagues.
- Maintain client records, plans, fees, tasks and activities on the firm's back-office platform.
- Implement advice recommendations, including form completion and liaising with product providers.
- Produce fund switch and withdrawal letters, carrying out the necessary research and documentation.
- Analyse client and provider information, using research tools to support fund performance and illustration comparisons.
- Obtain Letters of Authority (LOAs) and accurate plan information in a timely manner.
- Liaise with third parties and providers to clarify technical points and resolve queries.
- Prepare client valuations and annual review packs.
- Carry out research for advisers as required.
- Support ad hoc projects and tasks across the team.
- 5+ years' administrative experience within investment management or wealth planning for private/HNW clients.
- Excellent administrative and organisational skills, able to manage multiple tasks and priorities.
- Strong numeracy, with excellent attention to detail and accuracy.
- Confident communicator, both written and verbal.
- Able to work on own initiative and take ownership of tasks.
- Proficient in Microsoft Office (Word, Excel, PowerPoint), and comfortable learning firm-specific platforms.
- Collaborative and inclusive approach, comfortable working in a close-knit team.
Investment Assistant in Slough employer: Orla Rose Associates
As a partner-owned investment management firm located in the heart of London, we pride ourselves on fostering a collaborative and inclusive work culture that values each team member's contributions. With a focus on employee growth, we offer tailored development opportunities and a supportive environment where you can thrive professionally while enjoying a hybrid work model that promotes work-life balance. Join us to be part of a dedicated team that delivers bespoke wealth management services, ensuring meaningful and rewarding experiences for both our clients and employees.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Assistant in Slough
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Orla Rose Associates, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Orla Rose Associates.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Orla Rose Associates.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Orla Rose Associates, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Assistant in Slough
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Orla Rose Associates want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Orla Rose Associates.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Orla Rose Associates will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Orla Rose Associates. Numbers speak louder than words!
How to prepare for a job interview at Orla Rose Associates
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Orla Rose Associates want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withOrla Rose Associates.
