Current jobs related to Investment Operations Associate - Bristol, Bristol - Reed

  • Investment Management Associate

    2 months ago

    Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Investment Management AssociateWe are seeking a highly motivated and ambitious individual to join our Investment Management team as an Associate. As a key member of our team, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and collective investment schemes, and drafting client...

  • Investment Operations Coordinator

    1 month ago

    Bristol, Bristol, United Kingdom Reed Full time

    Admin Associate Opportunity in Financial ServicesWe are partnering with an award-winning financial and technology business in Bristol to recruit an Admin Associate to join their Operations Team on a full-time permanent basis.About the RoleAs an Admin Associate, you will be responsible for providing administrative support to the Operations Team, ensuring the...

  • Investment Operations Coordinator

    1 month ago

    Bristol, Bristol, United Kingdom Reed Full time

    Admin Associate Opportunity in Financial ServicesWe are partnering with an award-winning financial and technology business in Bristol to recruit an Admin Associate to join their Operations Team on a full-time permanent basis.About the RoleAs an Admin Associate, you will be responsible for providing administrative support to the Operations Team, ensuring the...

  • Operations Associate

    1 month ago

    Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full time

    Job OverviewWe are seeking a skilled Operations Associate to join our Service team, where you will play a vital role in delivering exceptional client experiences.Key Responsibilities:Utilise internal systems to ensure regulatory compliance and maintain accuracy in all interactions.Develop and implement effective solutions to improve service delivery and...

  • Operations Associate

    1 month ago

    Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full time

    Job OverviewWe are seeking a skilled Operations Associate to join our Service team, where you will play a vital role in delivering exceptional client experiences.Key Responsibilities:Utilise internal systems to ensure regulatory compliance and maintain accuracy in all interactions.Develop and implement effective solutions to improve service delivery and...

  • Delivery Van Operator

    4 weeks ago

    Bristol, Bristol, United Kingdom Staffline Operations Full time

    Exciting Opportunity for Self-Employed Delivery Van DriversA fantastic opportunity has arisen for self-employed delivery van drivers to work with our client, delivering parcels from the world's leading online retailer to the UK. Staffline Operations is seeking a Delivery Associate to work out of Bristol, providing a unique chance to work independently while...

  • Delivery Van Operator

    4 weeks ago

    Bristol, Bristol, United Kingdom Staffline Operations Full time

    Exciting Opportunity for Self-Employed Delivery Van DriversA fantastic opportunity has arisen for self-employed delivery van drivers to work with our client, delivering parcels from the world's leading online retailer to the UK. Staffline Operations is seeking a Delivery Associate to work out of Bristol, providing a unique chance to work independently while...

  • Senior Investment Management Associate

    2 weeks ago

    Bristol, Bristol, United Kingdom Rathbone Brothers Full time

    Rathbones provides individual investment and wealth management services for private clients, charities, and professional partners. We look beyond the short term for the most sustainable outcome.Job Title: Client Service ExecutiveDepartment: Investment ManagementLocation: BristolContract Type: PermanentReporting to: Amos NelsonThe RoleAs the primary point of...

  • Delivery Van Operator

    4 weeks ago

    Bristol, Bristol, United Kingdom Staffline Operations Full time

    Job OpportunityWe are seeking a skilled and self-motivated Delivery Van Driver to join our team at Staffline Operations. As a Delivery Associate, you will be responsible for delivering parcels from our client, a leading online retailer, to customers across the UK.Key Responsibilities:Deliver parcels to customers on a daily basisWork independently, managing...

  • Delivery Van Operator

    4 weeks ago

    Bristol, Bristol, United Kingdom Staffline Operations Full time

    Job OpportunityWe are seeking a skilled and self-motivated Delivery Van Driver to join our team at Staffline Operations. As a Delivery Associate, you will be responsible for delivering parcels from our client, a leading online retailer, to customers across the UK.Key Responsibilities:Deliver parcels to customers on a daily basisWork independently, managing...

  • Investment Operations Coordinator

    2 months ago

    Bristol, Bristol, United Kingdom Reed Full time

    Are you looking to transition into a role within the financial sector? Reed have partnered with a leading financial services company in the UK, recruiting for an Admin Associate to join their Operations Team on a full-time permanent basis. The company is committed to collaborative working, with a friendly and diverse team that values team spirit, social...

  • Investment Operations Coordinator

    2 months ago

    Bristol, Bristol, United Kingdom Reed Full time

    Are you looking to transition into a role within the financial sector? Reed have partnered with a leading financial services company in the UK, recruiting for an Admin Associate to join their Operations Team on a full-time permanent basis. The company is committed to collaborative working, with a friendly and diverse team that values team spirit, social...

  • Investment Analyst

    3 weeks ago

    Bristol, Bristol, United Kingdom Hargreaves Lansdown Full time

    About the RoleAs an Investment Analyst at Hargreaves Lansdown, you will be responsible for the analysis and research of investments with a focus on funds, selecting those with the best long-term potential on the Wealth Shortlist for HL clients.Key ResponsibilitiesConduct in-depth analysis of funds in allocated investment association sectors, with a focus on...

  • Investment Analyst

    3 weeks ago

    Bristol, Bristol, United Kingdom Hargreaves Lansdown Full time

    About the RoleAs an Investment Analyst at Hargreaves Lansdown, you will be responsible for the analysis and research of investments with a focus on funds, selecting those with the best long-term potential on the Wealth Shortlist for HL clients.Key ResponsibilitiesConduct in-depth analysis of funds in allocated investment association sectors, with a focus on...

  • Investment Operations Coordinator

    1 month ago

    Bristol, Bristol, United Kingdom Reed Full time

    Admin Associate Opportunity in Financial ServicesWe are partnering with an award-winning financial and technology business in Bristol to recruit an Admin Associate to join their Operations Team on a full-time permanent basis.This is an excellent opportunity for an admin professional looking to transition into the financial services sector. Our client offers...

  • Investment Operations Coordinator

    1 month ago

    Bristol, Bristol, United Kingdom Reed Full time

    Admin Associate Opportunity in Financial ServicesWe are partnering with an award-winning financial and technology business in Bristol to recruit an Admin Associate to join their Operations Team on a full-time permanent basis.This is an excellent opportunity for an admin professional looking to transition into the financial services sector. Our client offers...

  • Head of Product Management

    1 month ago

    Bristol, Bristol, United Kingdom Motability Operations Full time

    About the RoleWe are seeking a highly skilled and experienced Head of Product to join our Technology leadership team. As a key member of our leadership team, you will be responsible for transforming Motability Operations into a Product-led organisation.Key ResponsibilitiesDevelop and communicate a clear technical product vision that aligns with the company's...

  • Head of Product Management

    1 month ago

    Bristol, Bristol, United Kingdom Motability Operations Full time

    About the RoleWe are seeking a highly skilled and experienced Head of Product to join our Technology leadership team. As a key member of our leadership team, you will be responsible for transforming Motability Operations into a Product-led organisation.Key ResponsibilitiesDevelop and communicate a clear technical product vision that aligns with the company's...

  • Investment Management Graduate

    1 month ago

    Bristol, Bristol, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to helping individuals and businesses achieve better outcomes is at the heart of everything we do.Our Investment Management TeamWe are a team of passionate professionals united by a shared purpose:...

  • Investment Management Graduate

    1 month ago

    Bristol, Bristol, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to helping individuals and businesses achieve better outcomes is at the heart of everything we do.Our Investment Management TeamWe believe that expert guidance should be accessible to all, and we're...

Investment Operations Associate

2 months ago

Bristol, Bristol, United Kingdom Reed Full time
Job Description

We are seeking a highly organized and detail-oriented Investment Admin Associate to join our Transfers Team at Reed. This role is ideal for someone who is looking to make an impact in the finance industry and thrive in a fast-paced environment.

Key Responsibilities:
  • Client Account Management: Ensure the smooth operation of client accounts and work closely with your team to process and quality check work on the same day.
  • Asset Transfers: Handle all aspects of asset transfers, both cash and in specie, using various tools such as the Origo Transfer Service and Equisoft/transfers.
  • Team Collaboration: Collaborate with other teams within Operations and communicate with advisers to ensure excellent service delivery.
  • Process Improvement: Contribute to team efforts by being cross-trained and supporting sub-teams to provide the best service to clients.
  • Regulatory Compliance: Liaise with other firms, Advisers, Fund Managers, and account providers to ensure transfers are completed efficiently and accurately.
Requirements:
  • Communication Skills: Ability to work well under pressure and maintain good communication skills.
  • Organizational Skills: Well-organized, efficient, accurate, and self-reliant with strong problem-solving abilities.
  • Teamwork: Energetic, collaborative, proactive, and optimistic with a 'can do' attitude.
  • Adaptability: Willingness to challenge current processes and senior team members.
  • Technical Skills: Proficiency in Microsoft Office, particularly Excel.
Desirable Skills:
  • Experience: At least 6-12 months experience in a similar administration-based role.
  • Regulatory Knowledge: An understanding of ISA and SIPP regulations.
  • Platform Experience: Previous experience within a platform.
  • Regulatory Compliance: An understanding of FCA CASS 6, 7 and 8 rules.
Benefits:
  • Competitive Salary: Competitive salary with annual reviews.
  • Flexible Working Hours: Flexible working hours, typically Monday to Friday, 9am to 5pm, with some flexibility required.
  • Training and Development: Comprehensive training and opportunities for professional development.
  • Supportive Environment: A supportive and collaborative work environment.