At a Glance
- Tasks: Support Investment Managers with admin tasks and client relations in a fast-paced environment.
- Company: Leading UK wealth management firm focused on exceptional client service.
- Benefits: Up to £33,000 salary, 25 days leave, private medical insurance, and generous pension contributions.
- Other info: Opportunity for career growth and continuous industry training.
- Why this job: Kickstart your career in finance while making a real impact on clients' financial goals.
- Qualifications: Previous admin experience in finance and strong organisational skills required.
The predicted salary is between 33000 - 33000 £ per year.
- Location and Job Details
- Job
- Type: Permanent
- Working
- Hours: Monday to Friday, 8:30am : 5:00pm
Investment Assistant : Worcester
Hawk3 Recruitment is working with a leading UK wealth management and investment firm to recruit an Investment Assistant for their Portfolio Management team based in Worcester.
Our client provides bespoke investment management and wealth planning services to private individuals, families, charities and businesses.
They pride themselves on delivering exceptional client service, building long: term relationships and helping clients achieve their financial objectives through tailored investment solutions.
The Role
As an Investment Assistant, you will provide comprehensive administrative support to Investment Managers, helping to ensure client portfolios are managed efficiently and accurately.
Working closely with colleagues across the Portfolio Management team, youll support a range of administrative, operational and client: focused activities while maintaining the highest levels of professionalism and attention to detail.
Key Responsibilities
- Provide administrative support to Investment Managers and the wider Portfolio Management team.
- Prepare file notes, correspondence and client documentation.
- Arrange client meetings and assist with meeting preparation.
- Build and maintain positive client relationships by delivering accurate and timely administrative support.
- Open and close client investment accounts.
- Process stock transfers and client payments.
- Maintain and update client information within internal systems.
- Produce reports using Excel and portfolio management systems.
- Support the execution and booking of trades in line with authorised instructions and company procedures.
- Process execution: only client orders for non: complex investment products where appropriate.
- Assist Investment Managers with client presentations, pitches and reviews.
- Support wider team projects and continuous improvement initiatives.
- Complete ad hoc administrative tasks as required.
- Maintain compliance with FCA regulations and internal procedures.
- Continually develop industry knowledge and participate in relevant training.
About You
Were looking for someone who is highly organised, proactive and enjoys working in a fast: paced professional environment.
- Youll Ideally Have
- Previous administration experience within financial services, wealth management or investment management.
- A commitment to delivering outstanding client service.
- Excellent organisational skills with exceptional attention to detail.
- Strong written and verbal communication skills.
- The ability to prioritise workloads and work independently.
- A collaborative approach with excellent interpersonal skills.
- Good knowledge of Microsoft Word, Excel and Power Point.
- Experience using investment or wealth management systems such as Avaloq would be advantageous.
- An RQF Level 3 CISI qualification (or equivalent), or a willingness to study towards this.
- Whats on Offer
This is more than just a job: its an opportunity to build a long term career with a leading wealth management business that genuinely invests in its people.
Alongside a competitive salary of up to A GBP 33,000, youll benefit from an outstanding rewards package, including:
- 25 days annual leave, increasing with length of service.
- Generous company pension with up to 7.5 employer matching contributions.
- Private Medical Insurance from day one, covering you and your family.
- Medical
- #J-18808-Ljbffr
Investment Assistant in Worcester employer: TipTopJob
As a leading UK wealth management and investment firm based in Worcester, we offer an exceptional work environment that prioritises employee growth and development. Our commitment to outstanding client service is matched by our dedication to our team, providing competitive benefits such as a generous pension scheme, private medical insurance from day one, and opportunities for continuous training. Join us to build a rewarding career where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Assistant 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 TipTopJob. 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 Assistant 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 TipTopJob.
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 TipTopJob'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 TipTopJob
✨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 TipTopJob.
✨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 TipTopJob 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 TipTopJob 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.
