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- Tasks: Support Investment Managers and assist clients throughout their investment journey.
- Company: Join a reputable firm with a strong focus on internal development and promotion.
- Benefits: Competitive salary, professional development support, and opportunities for career progression.
- Why this job: Make a real impact in investments while building valuable skills and experience.
- Qualifications: CISI Level 4 Investment Advice Diploma and 6 months' experience in UK Financial Services.
- Other info: Dynamic role with potential to advance into investment research or portfolio management.
The predicted salary is between 30000 - 40000 £ per year.
Hours per Week: 40
Work Pattern: 8.00am – 5.00pm
Client Facing: Yes
Investment Executives provide valuable support to our Investment Managers throughout the client journey. From being one of the first points of contact for client queries, through to supporting the Investment Managers with portfolio construction and placing trades, this is a role for a strong all-rounder who is not afraid to get involved. With a solid toolkit of administrative skills and a passion for investments, this is a role where you could make a sizeable positive impact for our IMs and our clients. This role can often act as a springboard for someone who is looking to progress into investment research, portfolio management or investment management – giving you wider exposure to, and involvement in, more complex duties and responsibilities.
This is a highly client-facing role, so you will need to be a confident communicator, who can handle a variety of queries clearly and sensitively. This role provides essential support to the office, including daily tasks such as handling post and incoming client queries.
What we’re looking for
- Qualifications, Experience & Knowledge
- Essential: Level 4 CISI Investment Advice Diploma or equivalent qualification. At least 6 months’ work experience within UK Financial Services.
- Desirable: Previous work experience within Investments or Wealth Management. Good understanding of Capital Gains Tax, corporate actions and operational procedures relating to investments.
- Skills And Behaviours
- Excellent written & verbal communication skills, capable of building trust and rapport across diverse teams.
- Ability to adapt, innovate and analyse complex information.
- Resilience under pressure – you can prioritise effectively and meet critical deadlines and SLAs.
- Ability to handle sensitive information with discretion and confidentiality.
- Strong attention to detail and proven accuracy skills.
- Self-motivated, organised, and able to manage multiple priorities.
- Proven commitment to professional development, both personal and organisational.
What does the future look like?
Many of our Investment Executives have progressed from this role into multiple specialist areas within Investment Management. Redmayne Bentley has a proud history of internal development and promotion, so there are options available for you to enjoy a long and varied career with us. Redmayne Bentley also provides full support for colleagues to achieve further industry standard qualifications, if that is something they wish to do in the future.
Investment Executive in London employer: Redmayne Bentley
Contact Detail:
Redmayne Bentley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Executive in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know that can help you land that Investment Executive role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to client interactions and investment processes. We recommend doing mock interviews with friends or mentors to build your confidence and refine your responses.
✨Tip Number 3
Showcase your passion for investments! When you get the chance to chat with potential employers, share your insights on market trends or recent news. This will demonstrate your enthusiasm and knowledge, making you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company. Let’s make that connection!
We think you need these skills to ace Investment Executive in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Investment Executive role. Highlight your administrative skills and any relevant experience in UK Financial Services to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investments and how your background makes you a strong all-rounder. Don’t forget to mention your communication skills and ability to handle client queries.
Showcase Your Qualifications: Be sure to mention your Level 4 CISI Investment Advice Diploma or any equivalent qualifications. This is essential for us, so make it stand out in your application!
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 details about the role!
How to prepare for a job interview at Redmayne Bentley
✨Know Your Stuff
Make sure you brush up on your knowledge of investment principles and the specific responsibilities of an Investment Executive. Familiarise yourself with key terms like Capital Gains Tax and corporate actions, as these will likely come up during the interview.
✨Showcase Your Communication Skills
Since this role is highly client-facing, practice articulating your thoughts clearly and confidently. Prepare examples of how you've built rapport with clients or handled sensitive queries in the past to demonstrate your communication prowess.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage multiple priorities and meet deadlines. Share specific instances where your attention to detail made a difference, especially in high-pressure situations, to show that you can thrive in a busy environment.
✨Express Your Career Aspirations
Let them know you're keen on professional development and have a clear vision for your career path. Mention your interest in progressing into areas like investment research or portfolio management, as this aligns with their commitment to internal development.