Find a job 
Featured Companies 
Featured Universities 
For Companies 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: 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 Southampton employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment sector and let them know you're on the hunt for an Investment Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will boost your confidence and help you articulate your experience as an administrator in the financial services sector.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Investment Administrator in Southampton
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 teams or managing client relationships.
Showcase Your Skills: Don’t forget to showcase your organisational and time management skills in your application. We love candidates who can juggle multiple tasks while keeping everything on track, so give us some examples of how you've done this in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy to do!
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 arranging client meetings to producing reports – make it relevant!
✨Demonstrate Client Relationship Skills
Since developing and maintaining client relationships is key, think of instances where you've provided excellent support or adapted your approach for clients in vulnerable situations. Be ready to discuss how you can bring that same level of care to this new role.
✨Practice Your Tech Skills
Get comfortable with MS Office and any client record systems you might encounter. If you have experience with Avaloq, be prepared to talk about it. You could even mention how you've used Excel to produce reports in the past, as this is a crucial part of the job.