Investment Admin Associate

2 weeks ago


Bristol, Bristol, United Kingdom Flair for Recruitment Full time

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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