At a Glance
- Tasks: Provide top-notch admin support to the Investment Team and manage investment data.
- Company: Join a friendly, independent financial advice practice with a strong team spirit.
- Benefits: Enjoy hybrid working, social events, health perks, and a supportive work environment.
- Other info: Great opportunities for personal development and career growth.
- Why this job: Be part of a dynamic team making a real impact in financial services.
- Qualifications: Relevant Level 4 qualification and experience in financial services preferred.
The predicted salary is between 30000 - 40000 £ per year.
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia, managing over a billion in funds. They are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
The role is offered as a fixed-term contract for a period of 12 months. This role offers the opportunity to provide high-quality administrative and operational support to the Investment Director and wider Investment Team across Discretionary Fund Management (DFM) activities. The position plays an important part in accurate data management, timely reporting and the smooth delivery of investment processes, supporting the management of AREA Passive Plus, Blended Income MPS and AMPS portfolios. The focus is on administration, process coordination, and data integrity, rather than primary investment analysis or decision-making.
Key duties:- You will maintain and update investment spreadsheets, including FE risk scores, portfolio data and switching logs.
- You will support the delivery of portfolio switches and rebalancing activity.
- You will assist with back office system data reconciliation in partnership with Operations.
- You will prepare Investment Committee packs and produce meeting minutes and action logs.
- You will support the production of monthly bulletins and quarterly factsheets.
- You will produce and maintain AUM reporting and MI outputs.
- You will manage the investment mailbox and coordinate internal and external queries.
- You will maintain document control, audit files and governance records.
Qualifications:
- Working towards or currently holding a relevant Level 4 industry qualification, such as the CII Level 4 Diploma in Regulated Financial Planning.
- Previous experience within financial services.
- Highly reliable and trustworthy, with strong integrity and professionalism.
- Excellent communication, research and analytical skills.
- Confident using financial systems, software and reporting tools.
- Strong problem-solving skills and sound judgement.
- Self-motivated, resilient and committed to accuracy and high-quality output.
- A collaborative approach with the ability to build strong working relationships and networks.
- Excellent organisation and time management, with the flexibility to adapt to changing priorities.
- Committed to ongoing personal development in line with company and CII requirements.
On successful completion of probation, my client operates a hybrid working model: 2 days WFH, 3 in the office.
Benefits:
- Company social events
- Pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay
- Working from home (post probation)
Investment Support Administrator in Colchester employer: Service Service Employment Agency Limited
As an Independent Financial Advice Practice with a strong presence in East Anglia, our company is dedicated to fostering a supportive and collaborative work environment for our employees. We offer a range of benefits including hybrid working options, health and wellbeing programmes, and opportunities for personal development, ensuring that our team members feel valued and empowered in their roles. Join us to be part of a personable collective that prioritises client care while providing a meaningful career path in the financial services sector.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Support Administrator in Colchester
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We think you need these skills to ace Investment Support Administrator in Colchester
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
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Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Service Service Employment Agency Limited. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Service Service Employment Agency Limited confidence in your short-term commitment to the role.
How to prepare for a job interview at Service Service Employment Agency Limited
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Service Service Employment Agency Limited.
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Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
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For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Service Service Employment Agency Limited that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
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