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Investment Admin Associate
2 weeks ago
We are hiring an Investment Administration Associate at an award-winning investment and technology firm
- Responsibilities:
- Processes new business applications
- Manage post and emails
- Client administration tasks such as change of details, direct debit set-ups, withdrawals, and power of attorney registrations
- Deliver excellent customer service to clients and advisers
About the ideal candidate:
- Well-organized
- Self-reliant, results-oriented problem solver
- Energetic, collaborative, and proactive
- Strong communication skills
- Proficient in Microsoft Office, especially Excel
- Previous 6-12 months experience in a similar administration role (preferred)
- Familiarity with ISA and SIPP regulations (preferred)
About the Company:
- Recognized for excellence in technology and financial services
- Various accolades for client service and recent national business award
- Comprehensive benefits package including wellness subsidy, volunteer leave, discretionary bonus, and substantial pension
- Modern offices in central Bristol with open-plan workspaces, breakout pods, games areas, and a wellbeing room
If you're ready to take on this exciting opportunity, don't hesitate to submit your application today
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