Investment Administration Specialist – Wealth Management in Bristol
Investment Administration Specialist – Wealth Management

Investment Administration Specialist – Wealth Management in Bristol

Bristol Full-Time 28800 - 43200 £ / year (est.) Home office (partial)
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Q

At a Glance

  • Tasks: Support investment managers and enhance client relations through account administration.
  • Company: Prominent wealth management firm in Bristol with a focus on diversity.
  • Benefits: Private medical insurance, generous holiday allowance, and a high-performance culture.
  • Why this job: Join a dynamic team and make a difference in wealth management.
  • Qualifications: Excellent communication skills; banking or investment experience is a plus.
  • Other info: Hybrid role with opportunities for personal and professional growth.

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

A prominent wealth management firm in Bristol is seeking an Investment Administrator to support investment managers and enhance client relations. This hybrid role requires excellent communication and an eye for detail as you manage account administration tasks. Experience in banking or investment management is preferred, but not essential.

The company values diversity and offers benefits such as private medical insurance and a generous holiday allowance, fostering a high-performance culture and inclusive environment.

Investment Administration Specialist – Wealth Management in Bristol employer: Quilter Cheviot

Join a leading wealth management firm in Bristol, where we prioritise employee well-being and professional growth. Our inclusive culture encourages collaboration and innovation, offering benefits like private medical insurance and a generous holiday allowance to ensure a healthy work-life balance. As an Investment Administration Specialist, you'll play a vital role in supporting our investment managers while enjoying opportunities for career advancement in a dynamic environment.
Q

Contact Detail:

Quilter Cheviot Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Administration Specialist – Wealth Management in Bristol

Tip Number 1

Network like a pro! Reach out to folks in the wealth management sector on LinkedIn or at local events. A friendly chat can open doors that a CV just can't.

Tip Number 2

Prepare for those interviews! Research the firm and its culture, and think about how your skills can enhance client relations. We want you to shine when you get that chance!

Tip Number 3

Show off your attention to detail! Bring examples of how you've managed accounts or handled complex tasks in the past. It’s all about proving you can handle the nitty-gritty.

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 about their job search.

We think you need these skills to ace Investment Administration Specialist – Wealth Management in Bristol

Communication Skills
Attention to Detail
Client Relations
Account Administration
Investment Management Knowledge
Banking Experience
Organisational Skills
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Administration Specialist role. Highlight any relevant experience in banking or investment management, even if it’s not extensive. We want to see how your skills can support our investment managers and enhance client relations.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in this hybrid role and how your attention to detail will help us manage account administration tasks effectively. Don’t forget to mention your communication skills!

Showcase Your Soft Skills: While we love seeing technical skills, don’t underestimate the power of soft skills. Emphasise your ability to work in a team and communicate clearly, as these are crucial for supporting our investment managers and fostering client relations.

Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to showcase your application in the best light. Plus, we love seeing candidates who take that extra step!

How to prepare for a job interview at Quilter Cheviot

Know Your Investment Basics

Brush up on your knowledge of investment management and banking concepts. Even if you don't have direct experience, being able to discuss key terms and trends will show your enthusiasm and readiness to learn.

Showcase Your Communication Skills

Since this role involves enhancing client relations, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated in past roles, especially in challenging situations.

Attention to Detail is Key

As an Investment Administrator, you'll need to manage account administration tasks meticulously. Bring examples of how you've demonstrated attention to detail in previous jobs or projects, and be ready to discuss them.

Embrace Diversity and Inclusion

Familiarise yourself with the company's commitment to diversity. Be prepared to discuss how you can contribute to an inclusive environment and why it matters to you personally. This will resonate well with the firm's values.

Investment Administration Specialist – Wealth Management in Bristol
Quilter Cheviot
Location: Bristol
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Q
  • Investment Administration Specialist – Wealth Management in Bristol

    Bristol
    Full-Time
    28800 - 43200 £ / year (est.)
  • Q

    Quilter Cheviot

    200-500
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