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Investment Operations Coordinator

2 months ago

Bristol, Bristol, United Kingdom Flair for Recruitment Full time

About Flair for Recruitment

We are a leading recruitment agency specializing in placing talented individuals in top financial services and technology firms.

About the Role

We are seeking an experienced Investment Administrator to join our client's Bristol-based team. As an Investment Administrator, you will be responsible for:

  • Processing new business applications and client onboarding
  • Providing exceptional customer service to clients and financial advisors
  • Managing client administration, including change of details, direct debit setups, withdrawals, and registering power of attorney

About You

To be successful in this role, you will need to be:

  • Well-organized and self-reliant with strong problem-solving skills
  • Results-driven and proactive with a positive attitude
  • Familiar with Microsoft Office, including strong Excel knowledge

About the Firm

Our client is a multi-award-winning technology and financial services business offering a comprehensive benefits package, including a wellness subsidy, volunteer leave, discretionary bonus, and substantial pension. The company is based in modern offices in central Bristol, providing an open-plan working environment, break-out pods, games areas, and a wellbeing room.