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Investment Operations Coordinator

1 month ago

Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time
Job Title: Investment Operations Administrator

We are seeking an experienced Investment Operations Administrator to join our team at Attivo Group. As an Investment Operations Administrator, you will play a crucial role in providing efficient and effective administrative support to our Investment Operations department.

Key Responsibilities:
  • Provide administrative support to the Investment Operations Team, ensuring the day-to-day needs of clients and financial planners are met to the highest standard.
  • Maintain accurate records and update client details as necessary.
  • Assist with the onboarding and offboarding of clients, including updating CRM systems and informing providers.
  • Collaborate with the team to ensure seamless delivery of services and meet Service Level Agreements.
Requirements:
  • At least 1 year of customer service experience within Financial Services.
  • Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English.
  • Demonstrable experience of working with or for platforms, pension providers, or custodians.
  • Knowledge of Microsoft and customer technology solutions.
  • Knowledge of or willingness to learn about financial platforms, tax wrappers, investment products, and distribution.
What We Offer:
  • Competitive salary up to £30,000 depending on experience.
  • Non-contributory Pension Scheme.
  • Private Medical Insurance.
  • Parking allowance.
  • Generous holiday allowance, rising with length of service.
  • Work from home and flexible working available.

We value work-life balance and offer a hybrid approach to working. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.