At a Glance
- Tasks: Provide top-notch admin support to Investment Managers and enhance client relationships.
- Company: Join one of the UK's largest investment services providers in a dynamic Newcastle office.
- Benefits: Earn up to £35,000, enjoy hybrid working, and receive generous holiday and health benefits.
- Other info: Great career growth opportunities with a focus on work-life balance.
- Why this job: Make a real impact in finance while developing your skills in a supportive environment.
- Qualifications: Experience in financial administration and strong organisational skills are essential.
The predicted salary is between 24000 - 42000 £ per year.
Recruit UK are working with one of the UK’s largest providers of Investment Services. Due to expansion, they have an exciting opportunity for an Investment Administrator in their Newcastle office. They are looking for an experienced Administrator who will provide high-quality administrative support to Investment Managers, enabling the delivery of strong client outcomes.
Duties will include but not limited to:
- Administrative support as directed by the Investment Assistant Manager
- Supporting various teams as necessary e.g., writing up file notes, drafting letters, arranging client meetings
- Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for clients in vulnerable circumstances
- Account opening and closing
- Transfer of stock into accounts and payments
- Updating Avaloq with static data
- Producing excel reports via data held on Avaloq
- When required to support the Desk, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly
Benefits:
- Competitive salary up to £35,000
- Discretionary bonus
- Medical Cash Plan
- Income protection
- Health Cash Plan / Pension
- 25 days holiday + Bank holiday
- Hybrid working
Skills and experience required:
- Experience as an Administrator in a financial planning or investment management firm
- Sound understanding of regulated financial advice and investment services
- Excellent organisational and time management skills
- Confident using MS Office and client record systems
- A team player who can also work under their own initiative
Investment Administrator in Cheltenham employer: Recruit UK
As one of the UK’s largest providers of Investment Services, our Newcastle office offers a dynamic work environment where you can thrive as an Investment Administrator. We pride ourselves on fostering a supportive culture that prioritises employee growth, with opportunities for professional development and a competitive benefits package including a discretionary bonus, medical cash plan, and hybrid working options. Join us to be part of a team that values your contributions and is dedicated to delivering exceptional client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a job opening.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your skills as an Administrator can directly benefit their Investment Managers and clients.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in financial services and how it aligns with the role of an Investment Administrator.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can give you a better chance of standing out in the crowd.
We think you need these skills to ace Investment Administrator in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Administrator role. Highlight your relevant experience in financial services and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. We love seeing personality, so don’t be afraid to let yours show through.
Showcase Your Skills:Be sure to highlight your organisational and time management skills in your application. Mention any experience with MS Office and client record systems, as these are key for the role. We’re looking for someone who can hit the ground running!
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’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your knowledge of investment services and financial planning. Familiarise yourself with the specific duties mentioned in the job description, like account opening and using Avaloq. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Organisational Skills
As an Investment Administrator, you'll need to juggle multiple tasks. Prepare examples from your past experience where you've successfully managed your time and organised your workload. This could be anything from handling client meetings to producing reports – make it relevant!
✨Client Relationships Matter
Demonstrate your ability to build and maintain client relationships. Think of instances where you've adapted your approach for clients in vulnerable circumstances. This will highlight your empathy and understanding, which are crucial in this role.
✨Be Tech-Savvy
Since the role involves using MS Office and client record systems, be ready to discuss your proficiency with these tools. If you have experience with Excel or Avaloq, prepare to share specific examples of how you've used them effectively in your previous roles.
