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 service providers in a dynamic Newcastle office.
- Benefits: Earn up to £35,000, enjoy hybrid working, and receive generous holiday and health benefits.
- Other info: Be part of a team that values career happiness and personal growth.
- 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 Colchester 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 collaboration and client relationships, ensuring meaningful contributions to the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator in Colchester
✨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 that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you stand out as someone who genuinely cares about being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, not like a robot reciting a script. Mock interviews with friends can really help!
✨Tip Number 4
Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in showing your appreciation and keeping you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role.
We think you need these skills to ace Investment Administrator in Colchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Administrator role. Highlight your experience in financial services and any relevant administrative 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 the perfect fit for this role. Share specific examples of your past experiences that relate to the duties mentioned, like supporting investment managers or maintaining client relationships.
Showcase Your Skills:Don’t forget to highlight your organisational and time management skills. Mention your proficiency with MS Office and any experience with client record systems. We love seeing candidates who can juggle multiple tasks while keeping everything on track!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
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 demonstrate excellent organisational and time management skills. Prepare examples from your past experience where you've successfully managed multiple tasks or projects. This will help you stand out as someone who can handle the demands of the role.
✨Client Relationship Focus
Highlight your ability to develop and maintain client relationships. Think of instances where you've provided exceptional support to clients, especially those in vulnerable circumstances. This will illustrate your adaptability and commitment to delivering strong client outcomes.
✨Practice Makes Perfect
Before the interview, practice common interview questions related to administrative roles in investment management. You could even do a mock interview with a friend or family member. This will help you feel more confident and articulate during the actual interview.
