Investment Operations Administrator

6 months ago

Gloucester, United Kingdom Blackfinch Full time

Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early-stage investing, managed portfolio services, property financing and renewable energy. As an environmental, social and governance (ESG) investor, we work for a positive impact. We’re proud to be entrusted with over £750 million in assets under management.

**Our Investment Operations team are looking for an experienced Administrator to join their team**

As an Investment Operations Administrator you will support several of our Investment Teams as well as the wider Investment Operations team.

Alongside the Investment Operations Manager you will be responsible for ensuring that our products are operationally efficient, and we offer a best-in-class service to our advisers and clients. You will take a lead in administering our products and related model portfolios on the varying Platforms, as well as maintaining Platform relationships. As we look to grow our business, you will be key in helping us onboard to new Platforms, enabling us to expand our services.

Your role will also include analysing data and creating reporting for the Investment teams across the business, as well as providing information to the Sales team to assist with adviser and client queries.

**Key Accountabilities**
- Take a lead on Platform administration, ensuring that our product offerings run smoothly on the Platforms and that the systems remain appropriate for our products.
- Engage in new Platform relationships as well as maintaining existing relationships.
- Set up model portfolios on Platforms using data provided by the Investment Directors.
- Implement investment decisions in the model portfolios and send to the Investment Director/s for final sign off, ensuring that third party systems are also updated I.e., Select a Pension and FE Analytics.
- Rebalance model portfolios on Platforms on an ad-hoc basis as well as pre-determined frequencies and check their successful execution.
- Carry out initial and ongoing due diligence on Platforms in line with agreements.
- Liaise with Platforms and Fund Houses to onboard underlying funds where relevant.
- Assist with the creation of reporting including management information, ongoing client reporting and cash reporting.
- Provide breakdowns to our internal account teams to assist with reconciling management fees received.
- Creating, reviewing, and distributing regular literature regarding the portfolios with assistance from the engineering and marketing team to our adviser pool as well as other professional bodies including monthly factsheets, quarterly investment reports and performance data sheets.
- Assist with queries from the sales team and our partner firms, becoming another point of contact.
- Manage internal enquiries from team inbox.
- Undertake all other tasks commensurate with this level of role.

**Experience, Skills & Qualifications**
- Strong and accurate communication skills, both written and on the phone.
- Extremely accurate with an eye for detail.
- Excellent organisational skills.
- High quality interpersonal skills.
- A good standard of secondary education.
- Computer literate, with a knowledge of Microsoft programmes, as well as the ability to use database and CRM systems.
- Strong and flexible work ethic.
- Self-motivated and tenacious.
- An appetite for learning and their own development.
- Excellent sense of how to prioritise and manage the workload.
- Ability to understand complete processes.
- Have intermediate to advanced excel skills and should be comfortable working with pivot tables and formulas.

**Desirable Experience**
- Experience in a professional services environment, preferably Financial Services.
- Knowledge of Investment Platforms would also be helpful in the role.

**Desirable Qualifications**
- Hold, or willing to work towards, relevant industry qualification i.e. CF1.

**Please note there is an expectation to work from the office, in Gloucester, 2 days per week.**

If you believe you have the skills and experience for this role, we would be interested to hear from you.

**Job Types**: Full-time, Permanent

**Salary**: £28,000.00-£30,000.00 per year

**Benefits**:

- Childcare
- Company car
- Company pension
- Cycle to work scheme
- Free parking
- Gym membership
- On-site parking
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Gloucester, GL3 4AH

Reference ID: BF-24-003

  • Investment Operations Administrator

    7 months ago

    Gloucester, United Kingdom Blackfinch Full time

    Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early-stage investing, managed portfolio...

  • Investment Operations Administrator

    7 months ago

    Gloucester, United Kingdom Blackfinch Full time

    Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early-stage investing, managed portfolio...

  • Operations Administrator

    6 months ago

    Gloucester, United Kingdom Ubico Full time

    We’re a friendly and ambitious company with a big responsibility. We help to keep the spaces and places where people live, work and visit clean, green and tidy. We impact the lives of everyone where we work so it’s important that we always deliver quality and get it right first time. Ubico employs over 700 staff and operates 900 vehicles and plant over...

  • Administrative Operations Coordinator

    3 weeks ago

    Gloucester, Gloucestershire, United Kingdom CV-Library Full time

    Job Overview: We are looking for a talented Administrative Operations Coordinator to join our Financial Planning team at CV-Library. As an Administrative Operations Coordinator, you will play a key role in supporting the team's day-to-day activities and ensuring smooth operation of the department.Key Responsibilities:Provide high-level office support and...

  • Operations Administrator

    6 days ago

    Gloucester, United Kingdom Flexperience Full time

    **Operations Administrator** **Fixed Term for 3 months** One of our longest standing clients is looking for some support for their operations team for the next three months to help with some major projects that are in the pipeline. They are looking for someone who can work 20-25 hours (25 hours would be preferable and they can be flexible with how these...

  • Administrator

    4 days ago

    Gloucester, United Kingdom MD Group Full time

    **Administrator** MD Group - Gloucester Are you a good administrator with logical thinking? Ever had any experience in the repairs & maintenance sector? We are looking for enthusiastic, customer service driven Administrator who can support our business and its values. **Our Administrator will receive**: Annual Salary £21,000 - £24,000 (dependent on...

  • Operational Administrator

    7 months ago

    Gloucester, United Kingdom Aspirations Care Ltd Full time

    Overview: **Job title: Operational Administrator** **Location: Gloucester** **Hours: Part Time (2-3 days per week)** **Salary: £11.28 per hour, rising to £11.44 per hour in April** - **Please note at least 12 months' administration experience is essential.** **Would you like to join a growing company where you will be valued and supported every...

  • Nuclear Operations Training Administrator

    2 weeks ago

    Gloucester, Gloucestershire, United Kingdom Manpower UK Ltd Full time

    Job Description:This role is responsible for ensuring that administrative activities surrounding all Nuclear Skills Alliance (NSA) training courses are delivered to achieve departmental objectives.The Training Administrator will support the creation and maintenance of all NSA training courses, create and maintain training events, monitor enrolment bookings,...

  • Operations Administrator

    2 days ago

    Gloucester, United Kingdom Acorn Recruitment And Training Full time

    Working on behalf of my client and due to continued growth, we are recruiting for an Operations Administrator in the Gloucester area. This is an exciting new role and requires someone exceptional who will look to make it their own. You will be computer literate with experience in Excel/Word/Outlook, and will be using a unique ERP system. Full training on the...

  • Sales Support Administrator

    6 months ago

    Gloucester, United Kingdom Blackfinch Full time

    Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early-stage investing, managed portfolio...

  • Group Operations Administrator

    2 weeks ago

    Gloucester, Gloucestershire, United Kingdom CV-Library Full time

    CV-Library is seeking an experienced Group Operations Administrator to join our team in the Thornbury area. This is a temporary ongoing role with potential for permanent status.Job DescriptionYou will be responsible for processing purchasing activities, procuring items and services, and managing fuel cards. You will work closely with the purchasing team to...

  • Operations Administrator

    4 days ago

    Gloucester, United Kingdom Anderson Recruitment Ltd Full time

    This is an exciting, rare opportunity to join a leading, dynamic and fun events company based in Gloucester. The main focus of this role will be to provide administrative support to the wider team and assist with the operations of an international multi-sport event that they have coming up in the next few months. Training will be provided. They are happy...

  • Operations Administrator

    2 weeks ago

    Gloucester, Gloucestershire, United Kingdom Omega Resource Group Full time

    Omega Resource Group requires a skilled Operations Administrator - Logistics and Planning to support their operations team.The successful candidate will be responsible for ensuring the smooth operation of logistics and planning, including vehicle routing and operator management.Salary: The estimated annual salary for this role is...

  • Sales Support Administrator

    7 months ago

    Gloucester, United Kingdom Blackfinch Full time

    Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early-stage investing, managed portfolio...

  • Sales Support Administrator

    7 months ago

    Gloucester, United Kingdom Blackfinch Full time

    Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early-stage investing, managed portfolio...

  • Accounts Payable Administrator

    2 days ago

    Gloucester, United Kingdom G B Solutions Full time

    **Accounts Payable Administrator** **£20,000 - £25,000 pa (temp)** **Gloucester** We are pleased to be working with a well established Gloucester-based company. Our client work across all major market sectors, on major construction projects and with end-user organisations, with an approach that values true collaboration. Now seeking a full time...

  • Administrative Legal Operations Coordinator

    3 days ago

    Gloucester, Gloucestershire, United Kingdom Austin Fraser Full time

    Job OverviewWe are seeking an experienced Administrative Legal Assistant to join our Nuclear Operations Legal team. This is a part-time role, spread over 5 days with a total of 29.5 hours per week.Vacancy Details:This role involves providing administrative support to the team, including arranging meetings and travel arrangements, coordinating events, and...

  • Project Administrator

    7 months ago

    Gloucester, United Kingdom Anderson Recruitment Full time

    Our client has grown organically by investment in experience and training, to become one of the UK’s most established contractors and equipment suppliers within their industry! Their work has transformed the kitchens and eateries of some of the best-known restaurants, companies and organisations in the UK! They currently have an exciting permanent...

  • Sales Support Administrator

    7 months ago

    Gloucester, United Kingdom Blackfinch Full time

    Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early-stage investing, managed portfolio...

  • Ifa Administrator

    5 days ago

    Gloucester, United Kingdom Capio Recruitment Full time

    Job Title: IFA Administrator Location: Gloucester **Salary**: £22,000 - £26,000 The Company: The opportunity to join a growing Financial Planning and Wealth Management company who’s focus is to put the client first and provide an excellent and seamless service. A well-established firm with an incredibly friendly working environment. They offer a...