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- Tasks: Support the London Investment Management team with client accounts and daily operations.
- Company: Join a reputable investment firm committed to sustainability and exceptional client care.
- Benefits: Enjoy 25 days holiday, private medical insurance, and a generous pension contribution.
- Why this job: Be part of a supportive culture focused on personal growth and impactful work.
- Qualifications: GCSEs in English and Maths, plus experience in Financial Services or Wealth Management.
- Other info: Opportunity for study support and paid volunteering leave.
The predicted salary is between 30000 - 35000 £ per year.
A well-established and reputable investment management firm is known for its commitment to acting responsibly and delivering tailored wealth management services, is looking for a detail-oriented Administration Assistant to support their London Investment Management team.
With a focus on long-term sustainability and exceptional client care, they offer a supportive and forward-thinking work environment. This is a pivotal role ensuring smooth day-to-day operations and delivering top-notch client service.
Key Duties:
- Set up and maintain client accounts while adhering to AML requirements.
- Handle account updates, including changes to client details.
- Provide support for portfolio transfers, account closures, and CGT information reviews.
- Ensure all client communication is accurately managed and appropriately filed.
- Assist with reception responsibilities, such as call handling, guest management, and meeting preparation.
- Actively participate in team meetings and contribute to process enhancements.
Your Skills and Experience:
- Background in a similar role within Financial Services, Wealth Management, or Investment Management.
- Familiarity with industry regulations and the firm’s services.
- Strong initiative and eagerness to enhance knowledge and skills.
- GCSEs (or equivalent) in English and Maths, grade A-C.
Perks and Benefits:
- Financial & Protection: 10% pension contribution, life assurance (10x salary), income protection, and access to sharesave and share incentive plans.
- Physical & Emotional Wellbeing: Private medical insurance, health screenings, employee assistance program, and mental health first aiders.
- Lifestyle & Work-Life Balance: 25 days holiday (increasing to 30 days after 5 years), flexible holiday options, cycle-to-work scheme, and the option for a green car scheme.
- Personal Growth & Development: Study support, mentoring programs, e-learning opportunities, and paid volunteering leave.
- Family-Friendly Policies: Enhanced leave options to support parents and carers.
Job Title: Administration Assistant
Industry: Investment Management
Location: London
Salary: £30,000 – £35,000
REF: 9483
About Recruit UK: At Recruit UK, we specialize in Financial Services recruitment, offering a unique blend of expertise and connections to help candidates find the perfect role. We focus on your career aspirations, providing personalized advice and insight into the job market. With a network spanning over 100,000 financial services professionals, we connect the right people with the right opportunities.
Our Commitment to You:
- Open, honest feedback about your career prospects.
- Access to an extensive network of opportunities across the UK.
- A focus on your overall career happiness, not just the next step.
Additional Information: If you do not hear from us within 7 working days, please assume that your application has not been successful on this occasion. However, we may retain your details for future opportunities that match your skills and experience.
Recruit UK | Certified B Corp™ | Investment Admin Assistant employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Recruit UK | Certified B Corp™ | Investment Admin Assistant
✨Tip Number 1
Familiarize yourself with the specific regulations and compliance requirements in the investment management sector. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Showcase your attention to detail by preparing examples of how you've successfully managed client accounts or handled sensitive information in previous roles. This will highlight your suitability for the Administration Assistant position.
✨Tip Number 3
Engage with current trends in wealth management and investment services. Being knowledgeable about the industry will allow you to contribute meaningfully during team meetings and discussions, which is a key aspect of the role.
✨Tip Number 4
Network with professionals in the financial services sector, especially those working in investment management. Building connections can provide valuable insights and potentially lead to referrals for the Administration Assistant position.
We think you need these skills to ace Recruit UK | Certified B Corp™ | Investment Admin Assistant
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Administration Assistant position. Understand the key duties and required skills, and think about how your experience aligns with these requirements.
Tailor Your CV: Customize your CV to highlight relevant experience in financial services or investment management. Emphasize your attention to detail and any previous administrative roles that demonstrate your ability to manage client accounts and communications effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of their commitment to sustainability and client care, and explain how you can contribute to their goals.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Understand the Company Values
Familiarize yourself with the firm's commitment to sustainability and client care. Be prepared to discuss how your values align with theirs and provide examples of how you've demonstrated similar principles in your previous roles.
✨Showcase Your Attention to Detail
As an Administration Assistant, attention to detail is crucial. Prepare to share specific instances where your meticulous nature has positively impacted your work, especially in handling client accounts or managing communications.
✨Demonstrate Industry Knowledge
Brush up on your knowledge of financial services, wealth management, and investment management regulations. Being able to speak confidently about industry standards will show that you are proactive and well-prepared for the role.
✨Prepare for Team Dynamics
Since the role involves active participation in team meetings, think about how you can contribute to process enhancements. Be ready to discuss your teamwork experiences and how you can add value to the London Investment Management team.
