Investment Administrator – Wealth Management (12-Month FTC) in London
Investment Administrator – Wealth Management (12-Month FTC)

Investment Administrator – Wealth Management (12-Month FTC) in London

London Entry level 28800 - 43200 £ / year (est.) No home office possible
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Quilter plc

At a Glance

  • Tasks: Assist Investment Managers with client account management and administrative duties.
  • Company: Leading wealth management firm in London with a dynamic work culture.
  • Benefits: Gain valuable experience in investment management and develop essential skills.
  • Why this job: Kickstart your career in finance while working in a fast-paced environment.
  • Qualifications: Strong attention to detail and proficiency in Microsoft Office required.
  • Other info: Ideal for those looking to grow in the finance industry.

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

A leading wealth management firm in London is looking for an Investment Administrator to assist Investment Managers. This role involves client account management and various administrative duties in a fast-paced environment.

Candidates should have strong attention to detail and proficiency in Microsoft Office. While prior experience in investment management is preferred, individuals starting their careers are also encouraged to apply.

The role requires 4-5 days in the London office.

Investment Administrator – Wealth Management (12-Month FTC) in London employer: Quilter plc

As a leading wealth management firm in London, we pride ourselves on fostering a dynamic and inclusive work culture that values collaboration and innovation. Our employees benefit from comprehensive training programmes and clear pathways for career advancement, ensuring that every team member can grow and thrive in their role. With a commitment to work-life balance and a vibrant office environment, we offer a rewarding experience for those looking to make a meaningful impact in the financial sector.
Quilter plc

Contact Detail:

Quilter plc Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Administrator – Wealth Management (12-Month FTC) in London

Tip Number 1

Network like a pro! Reach out to people in the wealth management sector on LinkedIn or at industry events. A friendly chat can sometimes lead to job opportunities that aren't even advertised.

Tip Number 2

Prepare for interviews by researching the company and its values. We want to show that you’re not just another candidate, but someone who genuinely cares about their mission and can contribute to their success.

Tip Number 3

Practice your answers to common interview questions, especially those related to client account management and administrative tasks. We can help you refine your responses so you come across as confident and knowledgeable.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect with us directly.

We think you need these skills to ace Investment Administrator – Wealth Management (12-Month FTC) in London

Client Account Management
Administrative Skills
Attention to Detail
Proficiency in Microsoft Office
Investment Management Knowledge
Fast-Paced Environment Adaptability
Communication Skills
Organisational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant skills and experiences that match the Investment Administrator role. We want to see how your attention to detail and proficiency in Microsoft Office can shine through!

Craft a Compelling Cover Letter: Your cover letter is your chance to show us your personality and enthusiasm for the role. Tell us why you're excited about working in wealth management and how you can contribute to our team.

Showcase Your Skills: If you've got any experience with client account management or administrative tasks, make sure to mention it! Even if it's from previous jobs or internships, we love to see how you can bring those skills to our fast-paced environment.

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 don’t miss out on any important updates from us!

How to prepare for a job interview at Quilter plc

Know Your Stuff

Make sure you understand the basics of wealth management and investment administration. Brush up on key terms and concepts, as well as the specific services the firm offers. This will show your enthusiasm and readiness to dive into the role.

Showcase Your Attention to Detail

Since this role requires strong attention to detail, prepare examples from your past experiences where you demonstrated this skill. Whether it’s a project at university or a previous job, be ready to discuss how you ensured accuracy and thoroughness in your work.

Master Microsoft Office

Proficiency in Microsoft Office is a must for this position. Familiarise yourself with Excel functions, PowerPoint presentations, and Word document formatting. Consider doing a quick online course or tutorial to brush up on any areas you feel less confident in.

Prepare Questions

Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, company culture, and what success looks like in this role. This not only shows your interest but also helps you gauge if the firm is the right fit for you.

Investment Administrator – Wealth Management (12-Month FTC) in London
Quilter plc
Location: London
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