Junior Investment Administrator - Bristol, United Kingdom - Recruit UK

Recruit UK

Verified Company

Bristol, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Junior Investment Administrator

Industry:
Wealth Management

Location:
Bristol City Centre

Salary:
£24,000 - £25,500

Job reference: 8961

Recruit UK are proud to be working with an Investment House to bring in a Junior Investment Administratorto join their Bristol office.

Your role will include providing support to clients through being responsible for their accounts and supporting any necessary changes required on these.

You will support the Investment Managers with the processing of new business and provide administrative support.

Duties will include:

Tracking client cases
Communicates with investment managers or intermediaries.
Ensures timely banking of client cheques and proper fund allocation,
Manages risk documentation.
Assists with income generation through administrative support.

Benefits:

25 days holiday
Salary up to £25,500
Hybrid working full home office set up and laptop provided.
Generous pension scheme 9%
Life assurance
Income protection
Private health scheme

Skills and experience required:

Previous experience in an administrative role
Previous financial services experience desirable
Ability to multitask
Problem solving skills
A good understanding of Microsoft Office
High level of numeracy skill
Excellent communication skills both written and verbal
Ability to work independently and as a team

Please note this is a 1-year fixed-term contract.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role.

We have a reach of more than 100,000 financial services connections.

Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Bristol on a Financial AdministratorAdministration role.

Our commitment to you:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Salary:
£24,000.00-£25,500.00 per year

Benefits: