Investment Administrator - Bristol, United Kingdom - Curtis Banks

Curtis Banks

Verified Company

Bristol, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

INVESTMENT ADMINISTRATOR

BRISTOL
2021

The Role

At Curtis Banks, we believe that a business can only be as successful as the people who work for it.

Our

commitment to encourage employees to take responsibility for their career, encouraging them and
offering opportunities for advancement, is an integral part of our business strategy.

Administrators provide an important role in the administration of our SIPPs. There are a range of

important tasks in the operation of SIPPs which Administrators can handle, which includes the ongoing
and day to day administration of the investments within the department. They are responsible for

providing an on-going quality administration service to our clients.

You will
Process clients instructions and any task activity accurately and to the service standards set by the
Company, at all times maintaining confidentiality and demonstrating discretion.

Where relevant and appropriate, inform Account Managers, clients and financial intermediaries of
specific matters or issues affecting their schemes and benefits relevant to each scheme especially

actual or potential problems.
Ensure that client deadlines, all internally agreed key performance indicators, service standards and

regulatory reporting requirements are met.
Fulfil any other reasonable requirement of the department or Curtis Banks

Proactively identify risk within the department and escalates concerns to Team Leader.

Skills and Experience
A sound and proven experience within pension administration.
Demonstrates a full operating knowledge of the key administration and support software that is

central to the role within the business. Able to cross train new starters to our internal procedures
and methods.

Fully understands the data conformance needs of each system and where key data is mastered. Able
to demonstrate exceptional information security control.

Able to demonstrate the ability to identify data anomalies and issues and correct them at source or
seek guidance as appropriate.

Demonstrates knowledge of our commercial market place and where the Company sits within it.

Working for Curtis Banks has never been so rewarding
Everyone receives a generous salary, 26 days holidays and the opportunity to take part in our
fantastic Sharesave Scheme.

Amazing Pension contributions from the business of 8%
Benefits scheme that includes discounts from shops, gyms etc.

Cycle to Work scheme and many more