Investment Operations Specialist in Leeds
Investment Operations Specialist

Investment Operations Specialist in Leeds

Leeds Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Investment and Operations teams while delivering exceptional client service.
  • Company: Dynamic financial services firm based in Leeds.
  • Benefits: Private medical insurance and additional support programmes.
  • Why this job: Join a team that values your skills and offers growth in the finance sector.
  • Qualifications: Experience in investment management with strong interpersonal and numerical skills.
  • Other info: Exciting opportunity to make a difference in a fast-paced environment.

The predicted salary is between 28800 - 43200 £ per year.

A financial services firm in Leeds is seeking an experienced Administrator to support both Investment and Operations teams. In this role, you will ensure exceptional service to clients, assist in account onboarding, and produce critical documentation for investment processes.

Candidates should have experience in investment management and possess strong interpersonal and numerical skills.

The firm offers benefits like private medical insurance and additional support programs.

Investment Operations Specialist in Leeds employer: Progeny

Join a dynamic financial services firm in Leeds that prioritises employee well-being and professional growth. With a supportive work culture, comprehensive benefits including private medical insurance, and opportunities for career advancement, this company is dedicated to fostering a rewarding environment for its employees. Experience the satisfaction of contributing to a team that values exceptional client service and operational excellence.
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Contact Detail:

Progeny Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Operations Specialist in Leeds

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector, especially those who work in investment management. A friendly chat can lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of investment processes and client service. We recommend practising common interview questions and scenarios related to account onboarding to show you're ready to hit the ground running.

✨Tip Number 3

Showcase your interpersonal skills! During interviews, share examples of how you've provided exceptional service to clients in the past. This will help you stand out as someone who truly understands the importance of client relationships.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm.

We think you need these skills to ace Investment Operations Specialist in Leeds

Client Service Skills
Account Onboarding
Documentation Production
Investment Management Experience
Interpersonal Skills
Numerical Skills
Attention to Detail
Organisational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in investment management and any relevant administrative roles. We want to see how your skills align with the Investment Operations Specialist position, so don’t be shy about showcasing your strengths!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background makes you a perfect fit for our team. Remember, we love seeing personality, so let your enthusiasm come through!

Showcase Your Interpersonal Skills: Since this role involves exceptional service to clients, make sure to highlight your interpersonal skills in your application. We’re looking for someone who can communicate effectively and build strong relationships, so share examples of how you’ve done this in the past.

Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing candidates who take the initiative to connect with us directly!

How to prepare for a job interview at Progeny

✨Know Your Investment Basics

Brush up on your investment management knowledge before the interview. Be prepared to discuss key concepts and recent trends in the industry, as this will show your passion and expertise in the field.

✨Showcase Your Interpersonal Skills

Since the role requires strong interpersonal skills, think of examples from your past experiences where you successfully communicated with clients or worked in a team. This will help demonstrate your ability to provide exceptional service.

✨Prepare for Numerical Questions

Expect some numerical questions or scenarios during the interview. Practise basic calculations and be ready to explain your thought process. This will highlight your analytical skills and confidence in handling numbers.

✨Research the Company Culture

Take some time to understand the firm's values and culture. Being able to align your answers with their ethos will show that you're not just a fit for the role, but also for the company itself.

Investment Operations Specialist in Leeds
Progeny
Location: Leeds

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