Junior Investment Administrator

4 months ago

Bristol, United Kingdom Recruit UK Full time

**Job Title**:Junior Investment Administrator

**Industry**:Wealth Management

**Location**:Bristol City Centre

**Salary**:£24,000 - £25,500

**Job reference: 8961**

Recruit UK are proud to be working with an Investment House to bring in a Junior Investment Administratorto join their Bristol office. Your role will include providing support to clients through being responsible for their accounts and supporting any necessary changes required on these. You will support the Investment Managers with the processing of new business and provide administrative support.

**Duties will include**:

- Tracking client cases
- Communicates with investment managers or intermediaries.
- Ensures timely banking of client cheques and proper fund allocation,
- Manages risk documentation.
- Assists with income generation through administrative support.

**Benefits**:

- 25 days holiday
- Salary up to £25,500
- Hybrid working - full home office set up and laptop provided.
- Generous pension scheme - 9%
- Life assurance
- Income protection
- Private health scheme

**Skills and experience required**:

- Previous experience in an administrative role
- Previous financial services experience desirable
- Ability to multitask
- Problem solving skills
- A good understanding of Microsoft Office
- High level of numeracy skill
- Excellent communication skills - both written and verbal
- Ability to work independently and as a team

**Please note this is a 1-year fixed-term contract.**

About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Bristol on a Financial AdministratorAdministration role.

Our commitment to you:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

**Salary**: £24,000.00-£25,500.00 per year

**Benefits**:

- Company pension
- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Work Location: In person

  • Junior Investment Administrator

    2 weeks ago

    Bristol, Bristol, United Kingdom Recruit UK Full time

    Job Title: Junior Investment AdministratorIndustry: Wealth Management and Financial ServicesJob Summary:We are seeking a highly organized and detail-oriented Junior Investment Administrator to join our team at Recruit UK. As a Junior Investment Administrator, you will provide crucial support to clients by managing their accounts and overseeing any required...

  • Junior Investment Administrator

    2 weeks ago

    Bristol, Bristol, United Kingdom Recruit UK Full time

    Job Title: Junior Investment AdministratorIndustry: Wealth Management and Financial ServicesJob Summary:We are seeking a highly organized and detail-oriented Junior Investment Administrator to join our team at Recruit UK. As a Junior Investment Administrator, you will provide crucial support to clients by managing their accounts and overseeing any required...

  • Junior Investment Administrator

    2 weeks ago

    Bristol, Bristol, United Kingdom Recruit UK Full time

    Job Title: Junior Investment AdministratorIndustry: Wealth Management and Financial ServicesJob Summary:We are seeking a highly organized and detail-oriented Junior Investment Administrator to join our team at Recruit UK. As a Junior Investment Administrator, you will provide crucial support to clients by managing their accounts and overseeing any required...

  • Junior Investment Administrator

    2 weeks ago

    Bristol, Bristol, United Kingdom Recruit UK Full time

    Job Title: Junior Investment AdministratorIndustry: Wealth Management and Financial ServicesJob Summary:We are seeking a highly organized and detail-oriented Junior Investment Administrator to join our team at Recruit UK. As a Junior Investment Administrator, you will provide crucial support to clients by managing their accounts and overseeing any required...

  • Junior Investment Administrator

    2 weeks ago

    Bristol, Bristol, United Kingdom Recruit UK Full time

    Job Title: Junior Investment AdministratorIndustry: Wealth Management and Financial ServicesJob Summary:We are seeking a highly organized and detail-oriented Junior Investment Administrator to join our team at Recruit UK. As a Junior Investment Administrator, you will provide crucial support to clients by managing their accounts and overseeing any required...

  • Junior Investment Administrator

    2 weeks ago

    Bristol, Bristol, United Kingdom Recruit UK Full time

    Job Title: Junior Investment AdministratorIndustry: Wealth Management and Financial ServicesJob Summary:We are seeking a highly organized and detail-oriented Junior Investment Administrator to join our team at Recruit UK. As a Junior Investment Administrator, you will provide crucial support to clients by managing their accounts and overseeing any required...

  • Investment Administrator

    4 days ago

    Bristol, Bristol, United Kingdom Recruit UK Full time

    Job Title: Junior Investment AdministratorIndustry: Wealth ManagementLocation: Bristol City CentreSalary: £24,000Job Description:Recruit UK is collaborating with a leading Investment firm to recruit a Junior Investment Administrator for their Bristol office. This role involves providing crucial support to clients by managing their accounts and overseeing...

  • Investment Administrator

    4 days ago

    Bristol, Bristol, United Kingdom Recruit UK Full time

    Job Title: Junior Investment AdministratorIndustry: Wealth ManagementLocation: Bristol City CentreSalary: £24,000Job Description:Recruit UK is collaborating with a leading Investment firm to recruit a Junior Investment Administrator for their Bristol office. This role involves providing crucial support to clients by managing their accounts and overseeing...

  • Junior Administrator

    4 months ago

    Bristol, United Kingdom Freelance Surgical Limited Full time

    **Job Summary** **Junior Office Administrator - UK/Wrington near Bristol** Freelance Surgical Limited HQ - Wrington **Junior Office Administrator Overview** This is a really exciting time for a Junior administrator to join a rapidly growing business. **Duties and Key Responsibilities**: - Answering calls into the office and diverting queries to the...

  • Administrator (Investments)

    3 months ago

    Bristol, United Kingdom Alexander Mae South West Ltd Full time

    **Administrator / Investments** **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 Advisory...

  • Investment Support Specialist

    1 week ago

    Bristol, Bristol, United Kingdom Recruit UK Full time

    {"h1": "Junior Investment Administrator Role", "p": "We are collaborating with a leading Investment firm to recruit a Junior Investment Administrator for their Bristol office. In this role, you'll be providing crucial support to clients by managing their accounts and overseeing any required updates. Additionally, you'll assist Investment Managers with...

  • Investment Support Specialist

    1 week ago

    Bristol, Bristol, United Kingdom Recruit UK Full time

    {"h1": "Junior Investment Administrator Role", "p": "We are collaborating with a leading Investment firm to recruit a Junior Investment Administrator for their Bristol office. In this role, you'll be providing crucial support to clients by managing their accounts and overseeing any required updates. Additionally, you'll assist Investment Managers with...

  • Investment Administrator

    4 months ago

    Bristol, United Kingdom Alexander Mae South West Ltd Full time

    **Investment / Financial Services Administrator / 12 month fixed term contract** **c£25,000 + Discretionary Annual Bonus + Superb Benefits / Hybrid / Central Bristol** - **This role would suit a recent Economics (or Similar) Graduate who has an interest in developing a career within the financial services industry, or an experienced administrator looking to...

  • Senior Investment Administrator

    2 weeks ago

    Bristol, Bristol, United Kingdom Flair for Recruitment Full time

    Job Summary:We are seeking an experienced Investment Administrator to join our team at Flair for Recruitment. As an Investment Administrator, you will be responsible for providing administrative support to our investment team.Key Responsibilities:Client administration, including change of details, direct debit setups, withdrawals, and registering power of...

  • Investment Administrator

    3 weeks ago

    Bristol, United Kingdom Flair for Recruitment Full time

    Are you an organised individual with a 'can do' attitude? Do you have great attention to detail skills? Our client, an award-winning investment and technology firm is seeking an Investment Administrator to join their Bristol-based team. Responsibilities include: Processes new business applications Client administration including but not limited...

  • Investment Administrator

    1 month ago

    Bristol, United Kingdom Flair for Recruitment Full time

    Are you an organised individual with a 'can do' attitude? Do you have great attention to detail skills? Our client, an award-winning investment and technology firm is seeking an Investment Administrator to join their Bristol-based team. Responsibilities include: Processes new business applications Client administration including but not limited...

  • Investment Administrator

    1 month ago

    Bristol, United Kingdom Flair for Recruitment Full time

    Are you an organised individual with a 'can do' attitude? Do you have great attention to detail skills?Our client, an award-winning investment and technology firm is seeking an Investment Administrator to join their Bristol-based team.Responsibilities include:Processes new business applicationsClient administration including but not limited to change...

  • Investment Administrator

    1 month ago

    Bristol, United Kingdom Flair for Recruitment Full time

    Are you an organised individual with a 'can do' attitude? Do you have great attention to detail skills?Our client, an award-winning investment and technology firm is seeking an Investment Administrator to join their Bristol-based team.Responsibilities include:Processes new business applicationsClient administration including but not limited to change of...

  • Senior Investment Administrator

    3 weeks ago

    Bristol, United Kingdom Flair for Recruitment Full time

    Our client, an award-winning investment and technology firm is seeking an Investment Administrator to join their Bristol-based team. Client administration including but not limited to change of details, direct debit setups, withdrawals, registering power of attorney Familiarity with Microsoft Office, including strong Excel knowledge Multi...

  • Senior Investment Administrator

    1 month ago

    Bristol, United Kingdom Flair for Recruitment Full time

    Our client, an award-winning investment and technology firm is seeking an Investment Administrator to join their Bristol-based team. Client administration including but not limited to change of details, direct debit setups, withdrawals, registering power of attorney Familiarity with Microsoft Office, including strong Excel knowledge Multi...