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Financial Services Administrator

2 weeks ago


Bristol, United Kingdom Pertemps Full time

Dealing Admin AssociateLocation: Bristol - onsite role. Full time 7 am - 3 pm.Salary: Up to £25,000 depending on experience.We're working with an award-winning, innovative financial services firm in Bristol who are looking for a Dealing Administration Associate to join their friendly team.If progression is important to you, the firm offers clear progression paths, and a genuine opportunity to learn so much. You'll be fully supported with training.The RoleYou'll be part of the team that keeps investment activity running seamlessly. You'll work across trading, settlements, and general investment administration, ensuring everything runs smoothly and accurately for our clients.This is a great opportunity for someone who's numerate, analytical and thrives on detail. You might be a graduate ready to start your career in financial services, or already have experience in an office or operations role with strong Excel skills.What You'll Be DoingPreparing and uploading daily dealing filesProcessing trades, fund switches and portfolio rebalancesChecking and reconciling daily control reportsSetting up new fund manager accounts and processing settlements and dividendsSupporting process improvements and helping the team run efficientlyWhat We're Looking ForStrong Excel and data-handling skillsExcellent attention to detail and numeracyAbility to stay calm under pressure and meet deadlinesClear communicator and collaborative team playerProactive problem-solver with a "can-do" attitudePrevious financial services experience helpful, but not essentialWhat's In It For You:Performance-related annual bonus once you've passed probationOutstanding pension schemeGroup Life AssuranceGroup Income Protection - 75% of your basic salary after 26 weeksSeason Ticket Loan to help with transport or parkingCycle to Work Scheme (save 25 - 39% on a new bike)Electric Car Scheme via salary sacrificeProfessional Membership Fees - up to two reimbursed per yearZero-Charge Staff Investment Accounts for you and your familyBUPA Private Medical Scheme for you and your loved onesWellbeing Subsidy - claim 50% (up to £50/month) towards fitness activitiesWorkplace Therapies - enjoy low-cost Indian head massage and reflexology in the officeEmployee Assistance Programme - confidential support when you need itFlu Jab reimbursement (up to £20)Eye Test reimbursement25 days annual leave plus the option to buy or carry over 53 days paid Volunteer LeaveCompetitive family leave policies - 26 weeks paid maternity, 4 weeks paid paternity, and 50 weeks shared parental leaveLearning & Development Leave - 25% of guided learning hours (up to 5 days per qualification)Team Social Events - regular get-togethers, plus summer and Christmas partiesDiscount on Microsoft Products through the Home Use ProgrammePlease click on apply