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- Tasks: Update fee data, manage journal entries, and support the Front Office/IFA business.
- Company: Leading UK wealth management firm with a focus on detail and excellence.
- Benefits: Hybrid working, pension scheme, holiday allowance, and more.
- Why this job: Join a dynamic team and make an impact in the wealth management sector.
- Qualifications: Strong communication skills and proficiency in Microsoft Excel and Word.
- Other info: Fixed-term contract role with opportunities for growth.
The predicted salary is between 30000 - 40000 £ per year.
A leading UK wealth management firm is seeking a detail-oriented candidate for a fixed-term contract role in Operations. Responsibilities include updating fee data, handling journal entries, and supporting the Front Office/IFA business.
Ideal candidates will possess strong communication skills and be proficient in Microsoft Excel and Word.
The position offers a hybrid working arrangement and a range of benefits including a pension scheme and holiday allowance.
Revenue & Fees Data Analyst (12‑Month FTC) employer: Quilter Cheviot
Contact Detail:
Quilter Cheviot Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Revenue & Fees Data Analyst (12‑Month FTC)
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those who work in operations. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your Excel skills! During interviews, be ready to discuss specific examples of how you've used Excel to analyse data or streamline processes. We all know that being detail-oriented is key for this role!
✨Tip Number 3
Prepare for behavioural questions! Think of scenarios where you’ve demonstrated strong communication skills or handled challenging situations. We want to see how you fit into the team and support the Front Office/IFA business.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Revenue & Fees Data Analyst (12‑Month FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with data analysis and any relevant skills in Microsoft Excel and Word. We want to see how your background aligns with the responsibilities of updating fee data and supporting the Front Office/IFA business.
Craft a Compelling Cover Letter: Use your cover letter to showcase your communication skills and explain why you're the perfect fit for this role. We love seeing candidates who can articulate their passion for operations and detail-oriented work.
Showcase Relevant Experience: When filling out your application, be sure to mention any previous roles or projects where you handled journal entries or worked with fee data. We’re looking for specific examples that demonstrate your expertise.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Numbers
As a Revenue & Fees Data Analyst, you'll be dealing with numbers all day. Brush up on your Excel skills and be ready to discuss how you've used data analysis in previous roles. Maybe even prepare a few examples of how you’ve improved processes or solved problems using data.
✨Communicate Clearly
Strong communication skills are key for this role, especially when supporting the Front Office/IFA business. Practice explaining complex data in simple terms. You might want to think of a time when you had to present data to non-technical colleagues and how you made it understandable.
✨Understand the Business
Familiarise yourself with the wealth management industry and the specific challenges it faces. Research the company’s operations and think about how your role as a Data Analyst can contribute to their success. This will show that you're not just interested in the job, but also in the company’s mission.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and the hybrid working arrangement. This shows your interest and helps you gauge if the company is the right fit for you. Plus, it gives you a chance to clarify any doubts you might have.