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Junior Investment Administrator - Bristol - To £35k

Posted 17 days ago

  • Bristol, South West England
  • Any
  • External
  • Expired - 2 months ago
Job Title: Junior Investment Administrator
Industry: Wealth Management
Location: Bristol City Centre
Salary: £24,000 - £25,500
Job reference: 8961
Job Description:
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
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.
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