Senior Investment Assistant
3 weeks ago
A wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers.
You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in resolving general queries, and preparing meeting packs and reviewing previous meeting packs to ensure customer queries/concerns have been addressed.
This is a fantastic opportunity for someone who wants to develop their investment administration skills, receive full support to obtain the IAD and effectively start trading on behalf of the clients. The ideal candidate will have previous investment administration experience, will have a 'can do' attitude, is proactive, has the ability to work on their own and desire to help the rest of the team.
Candidates should have:
- Upwards of 5 years administrative experience, ideally in investment management/wealth management
- Strong IT skills, and ability to manage workload effectively
*Please note visa sponsorship is not available for this role.
-
Senior Investment Assistant
3 weeks ago
Bristol, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...
-
Senior Investment Assistant
3 weeks ago
Bristol, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them...
-
Senior Investment Assistant
1 week ago
bristol, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...
-
Senior Investment Assistant
3 weeks ago
Bristol, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. Are you the right candidate for this opportunity Make sure to read the full description below.You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings...
-
Senior Investment Assistant
3 weeks ago
Bristol, United Kingdom Dartmouth Partners Full timeJob DescriptionA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by...
-
Senior Investment Assistant
1 day ago
Bristol, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. Are you the right candidate for this opportunity Make sure to read the full description below.You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings...
-
Senior Investment Assistant
3 days ago
Bristol, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...
-
Senior Investment Assistant
3 days ago
Bristol,, South West England, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...
-
Investment Assistant
4 days ago
Bristol, United Kingdom Alexander Mae South West Ltd Full time**Investment Assistant / Administrator** **Bristol / 100% Office Based** **Up to £26,500 DOE + Discretionary Annual Bonus + Super Benefits** **The Company** As superb well-established organisation within the financial service industry who genuinely look after their staff. **The Job**: To provide administrative support to the Stockbrokers in the Bristol...
-
Investment Assistant
3 days ago
Bristol, United Kingdom Alexander Mae South West Ltd Full time**Investment Assistant / Administrator** **Central Bristol until June 24 and then Aztec West from June 24** **Bristol, Hybrid working after 6 month probation - 3 days office / 2 days home** **£26,500 DOE + Discretionary Annual Bonus + Super Benefits** **The Company** As superb well-established organisation within the financial service industry who...
-
Senior Finance Manager
5 days ago
Bristol, United Kingdom Robert Half Full timeOur client, a leading financial services firm, is seeking a Senior Finance Manager for their investments department. This role involves overseeing financial operations and facilitating the delivery of investment reporting. The head office is in Cirencester but there is the option to split time between Cirencester and North Bristol.Key Responsibilities:Lead...
-
Finance Analyst
2 days ago
Bristol, United Kingdom Hays Senior Finance Full timeYou will work closely with the finance business partners and operational leads to develop, implement, and review commercial bids and acquisitions across the organisation. You will implement best practices from a modelling and due diligence perspective and advise senior leadership on value drivers to inform the bidding strategy and financial outlook. You...
-
Senior Development and Investment Manager
2 weeks ago
Bristol, United Kingdom Elevate Projects Ltd Full timeWe are recruiting for a fantastic permanent opportunity for a Head of Investment & Development. This outstanding senior leadership role will be responsible for the successful leadership of teams in the following areas- -Lead on development function and the effective development of new homes for rent and sale. Be responsible for the effective management of...
-
Senior Development and Investment Manager
1 week ago
Bristol, United Kingdom Elevate Projects Ltd Full timeWe are recruiting for a fantastic permanent opportunity for a Head of Investment & Development. This outstanding senior leadership role will be responsible for the successful leadership of teams in the following areas- -Lead on development function and the effective development of new homes for rent and sale. Be responsible for the effective management of...
-
Senior Development and Investment Manager
4 days ago
Bristol, United Kingdom Elevate Projects Ltd Full timeWe are recruiting for a fantastic permanent opportunity for a Head of Investment & Development. This outstanding senior leadership role will be responsible for the successful leadership of teams in the following areas- -Lead on development function and the effective development of new homes for rent and sale. Be responsible for the effective management of...
-
Senior Development and Investment Manager
6 hours ago
Bristol, United Kingdom Elevate Projects Ltd Full timeWe are recruiting for a fantastic permanent opportunity for a Head of Investment & Development. This outstanding senior leadership role will be responsible for the successful leadership of teams in the following areas- -Lead on development function and the effective development of new homes for rent and sale. Be responsible for the effective management of...
-
Bristol, United Kingdom Hays Senior Finance Full time €38,000Your new company, is an established accountancy practice with offices in Bristol In your new role you will join the team in an Audit/Accounts senior role split 50/50. Within audit, you will assist in the planning, execution and finalisation of all areas of external audit. Within the accounts, you will prepare and produce statutory accounts and VAT returns,...
-
Senior Investment Assistant
3 weeks ago
Greater Bristol Area, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...
-
Senior Investment Assistant
3 weeks ago
Greater Bristol Area, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...
-
Senior Investment Assistant
3 weeks ago
Greater Bristol Area, United Kingdom Dartmouth Partners Full timeA wealth management firm in Bristol City Centre are looking to take on an Investment Administrator to support their team of wealth managers. You'll be responsible for preparing investment policy statements, monitoring the progress and timeliness of account openings and asset transfers, dealing directly with the clients and advisers by supporting them in...