At a Glance
- Tasks: Support Investment Managers and manage client portfolios in a dynamic wealth management firm.
- Company: Join a well-established wealth management firm with a supportive team culture.
- Benefits: Competitive salary, office-based role, and a values-led environment.
- Other info: Opportunity for growth in a compliance-driven, collaborative setting.
- Why this job: Make a real impact on client outcomes while developing your skills in finance.
- Qualifications: CISI Level 3 or commitment to achieve it; strong Excel and communication skills.
The predicted salary is between 25000 - 33000 £ per year.
An excellent opportunity has arisen for an Investment Administrator to join a well-established wealth management firm, providing high-quality administrative support to Investment Managers and contributing to positive client outcomes. You'll play a key role in the day-to-day monitoring and administration of client portfolios, working within a compliance-driven framework and collaborating closely with a supportive, experienced team.
Key Responsibilities
- Provide administrative support on complex tasks as directed by the Investment Manager, including file notes, correspondence, and client meeting coordination.
- Build and maintain strong client relationships through accurate, timely support — adapting your approach appropriately when working with vulnerable clients.
- Handle account opening and closing processes.
- Manage stock transfers into accounts and process payments.
- Maintain and update static data within the firm's investment platform.
- Produce Excel-based reports using platform data.
- Place trades on the investment platform based on instructions received from the Investment Manager, ensuring accurate execution and booking.
- Take and process client orders for non-complex instruments within the Execution Only Service, ensuring accurate execution and booking.
- Support Investment Managers with preparation for client pitches and meetings.
- Assist the wider team with ongoing projects and process improvement initiatives.
- Undertake technical and regulatory training as required.
- Stay proactively informed on industry and market developments.
About You
- CISI Level 3 qualification (or equivalent), or a genuine commitment to achieve this within an agreed timeframe.
- Strong proficiency in Word, Excel, and PowerPoint.
- Prior experience with a wealth management/investment platform is advantageous.
- Excellent customer service and communication skills.
- Ability to work independently and manage priorities effectively.
- High level of accuracy and attention to detail.
- Strong organisational, interpersonal, and team-working skills.
- Sound understanding of regulatory requirements and client contact boundaries within financial services.
- A genuine commitment to acting with integrity, care, and diligence, and to delivering fair, positive outcomes for clients (in line with FCA Conduct Rules).
What's on Offer
- Salary of £25,000–£33,000, dependent on experience.
- Office-based role in Worcester.
- Supportive team environment within a values-led organisation.
Investment Administrator in Worcester employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator in Worcester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RGH-Global Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Administrator in Worcester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RGH-Global Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RGH-Global Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RGH-Global Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RGH-Global Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RGH-Global Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RGH-Global Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
