Investment Administrator
2 weeks ago
Our client is one of the most successful Investment Management organisations in the UK, they work at the very top end ofthe industry and have an excellent reputation.
Working out of their busy Bristol office, you will work within a friendly & professional team that provide holistic Wealth Management services to HNW & UHNW clients.
Duties include:
- Act as a main point of contact between clients & the investment management team
- Ensure efficient and timely administration is delivered at all times
- Onboarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes & endtoend management of account opening.
- Maintain internal systems with a high level of accuracy
You should have previous expereince within a similar position and any market exams would be an advantage (although not a necessity).
Graduates that havesome professional experience and a relevant degree will also be considered.My client is offering an excellent basic salary to £35,000 + bonus and company benefits. They also offer full support for market exams and opportunities to progress within the business.
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Investment Assistant
2 weeks ago
Bristol, Bristol, United Kingdom LGT Gruppe Holding AG Full timeCategory Relationship Management Workload Full Time ( 80%) Posted on11 June 2024***:LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management....
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Investment Admin Associate
2 weeks ago
Bristol, Bristol, United Kingdom Flair for Recruitment Full timeWe are hiring an Investment Administration Associate at an award-winning investment and technology firm!Responsibilities:Processes new business applicationsManage post and emailsClient administration tasks such as change of details, direct debit set-ups, withdrawals, and power of attorney registrationsDeliver excellent customer service to clients and...
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Investment Admin Associate
2 weeks ago
Bristol, Bristol, United Kingdom Flair for Recruitment Full timeAre you an organised and efficient administrator? Do you have good communication skills and a 'can do' attutude?Our client, an award winning investment and technology firm, is looking for an Investment Administration Associate to join their Asset Transfers team.Your responsibilities will include: Liaising with transfer managers to arrange acquisition of...
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Administration Assistant
2 weeks ago
Bristol, Bristol, United Kingdom Page Personnel - UK Full timeExcellent Administration Assistant role with exceptional progression in Bristol A permanent job in Financial Services, offering up to £26,000About Our Client:Our client is a UK leading Wealth and Investment management firm, with this team's values based around ethical and sustainable investment. They are now looking for a Administration Assistant to join...
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Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Isme Recruitment Full timeAre you looking to join an employer that values and invests in their employees? A full-time position for an administrator has opened up with our client, a well-respected fire safety company based in Bradley Stoke. As part of the admin team, you will be responsible for providing general administrative support for the business, liaising with clients and...
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Protection Administrator
2 weeks ago
Bristol, Bristol, United Kingdom MB Fitzgerald Full timeMbf are working with one of the UKs largest & most successful Financial Planning and Investment Management organisations to recruit a Protection Administrator. Our client holds Chartered status, they are fully independent and have an excellent reputation.They are now seeking to recruit a Protection Administrator to join their team. The role will be a full...
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Middle Office Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Rathbones Full timeA rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.Job Title: AdministratorDepartment: Middle OfficeLocation: BristolContract Type:...
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Administrator
2 weeks ago
Bristol, Bristol, United Kingdom red recruitment Full timeRed Recruitment is recruiting an Administrator to join our client, who is a financial wellbeing and retirement specialist in the public sector. The main responsibilities of this role include preparing and issuing client review packs to advisors, undertaking CGT analysis, administering transactions and accurately inputting new information. This position is...
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Administrator - South Bristol
2 weeks ago
Bristol, Bristol, United Kingdom Sirona Care & Health CIC Full timeAt Sirona care & health, we have been working intensively to design the future of our administration service in our Integrated Network Teams. Through engaging colleagues and representing their views in workshops, we have developed our admin roles by agreeing what should be done, by whom, how, when and where. The group have also explored the required training...
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Pensions Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Sammons Recruitment Group Full timeIndependent company of actuarial, consultancy, investment and administration services to the pensions industry is looking for a bright individual to join their team as a Pensions Administrator. You will be part of a team who provide day to day administration services to a large number of Occupational pension schemes, both DB and DC.Bristol - Hybrid c.2 days...
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Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Pertemps Network Group Full timeJob Description:We are looking for a bright and enthusiastic individual to join a well-established distribution business as a valued Administrator in their bustling Avonmouth facility.This is an exciting chance to be a part of one of the fastest growing palletised distribution networks in the UK, with a long-standing history of 37 years and recent...
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Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Pear Tree Recruitment Full timeAdministrator£24,610 p/aPermanentAre you excited to grow in your career?Do you enjoy working as part of a team to support the wider business?We are proud to be partnering with a FTSE 100 company and the UK's market leader in their field. They have enjoyed phenomenal success and growth over the past year - and this shows no sign of slowing down. They are now...
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Team Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Pertemps Bristol Commercial Full timeAbout our client:Global, highly successful international professional services firm, have a vacancy for a Team Administrator to work in their Renewals team.Why Join: Our client values their employees and invests in their professional growth and wellbeing. We offer a supportive work environment where your contributions are recognised and valued.Details...
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Administrative Assistant
2 weeks ago
Bristol, Bristol, United Kingdom Burgh Recruitment Ltd Full time**Administrative AssistantLocation: Bristol, BS32Salary: Highly CompetitiveHours: Part Time hours per week, Flexible)**Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function?You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Plc. The company...
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Site Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Options Resourcing Ltd Full timeOne of the largest construction companies in the UK is opening their gates for an experienced Site Administrator to bring their site to the next level. Due to the size of this project, a Site Administrator is needed to help produce, distribute, and organize all documents.Due to the ongoing investment of this site, communication with the project manager is...
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Ifa Administrator
2 weeks ago
Bristol, Bristol, United Kingdom The Progress Shed Full timeThe RoleWe have an exciting opportunity for an experienced IFA Administrator to join a highly respected independent financial firm. You will play a vital role in providing efficient administrative support to a team of independent financial advisers. Your exceptional organisational and time-management skills will be crucial to ensure that all tasks are...
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Principal Pension Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Idex Full timeI am currently looking for a number of experienced Principal Pension Administrator to join a global pensions consultancy who are in the midst of an exciting transition / growth phase. The Principal Pension Administrators will report directly to the CSD Team Managers and be responsible for managing 2 Senior Administrators and up to 4 Administrators. The ideal...
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Principal Pension Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Idex Full timeI am currently looking for a number of experienced Principal Pension Administrator to join a global pensions consultancy who are in the midst of an exciting transition / growth phase.Responsibilities: Responsible for up to 5 staff Supervise, train and mentor staff Carry out complex pension administration tasks, including overseeing the management of treasury...
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Office Administrator/accounts Assistant
2 weeks ago
Bristol, Bristol, United Kingdom P.E. King (Bristol) Ltd Full timeOffice Administrator/Accounts AssistantJob descriptionWe are seeking an enthusiastic, organised and efficient individual to join our office team, someone who will support in the smooth running of the administrative tasks at our Estate Office in Iron ActonOur businessWe are a large friendly family run business which includes 2 Business Parks and a gold cup...
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Administrator - North & West Bristol
2 weeks ago
Bristol, Bristol, United Kingdom Sirona care & health CIC Full timeAre you dynamic, enthusiastic and ready for a challenge?Do you want to work for a progressive organisation where staff have a voice?At Sirona care & health, we have been working intensively to design the future of our administration service in our Integrated Network Teams. Through engaging colleagues and representing their views in workshops, we have...