Investment Administrator
2 weeks ago
Mbf recruitment are working with a prestigious Wealth Management institution who are seeking to recruit an Investment Administrator. 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.
In this role you will be a first point of contact for clients, you will also be a vital part of the team providing support to the companies Investment Managers. 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
- On-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes & end-to-end management of account opening.
- Maintain internal systems with a high level of accuracy
The client is looking to recruit a professional individual who has a genuine interest in investments. 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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Senior Investment Administrator
4 weeks ago
Bristol, United Kingdom Flair for Recruitment Full timeAre you an experienced financial services administrator? Are you an excellent communicator? Then this may be the role for you. Our client, a leading Financial Services firm, is looking for a talented Senior Investment Administrator to join their Bristol team. In this role you will: - Ensure that administrators carry out their duties efficiently and that the...
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Interim Investments Administrator
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Bristol, United Kingdom Signature Recruitment Ltd Full timeSignature Recruitment have partnered with a well-known pension provider in the hunt for an Interim Investments Administrator to join the company on a temporary basis. This role is based in central Bristol. **The Company**: These guys have a long track record in providing pensions products to clients and administering both SIPPs and SSAS’s. They encourage...
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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...
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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...
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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. 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...
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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...
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Senior Investment Assistant
3 days 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...
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Investment Manager
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Senior Investment Assistant
3 days 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...
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Senior Investment Assistant
3 days 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...
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Senior Investment Assistant
3 days 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...
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Administration Assistant
4 weeks ago
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Construction Project Administrator
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Pensions Administrator
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Aon Apprenticeship Programme
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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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