Investment Admin Associate (Client Admin)

Job title:

Investment Admin Associate (Client Admin)

Company

Flair 4 Recruitment

Job description

Do you have administration experience? Are you organised and have a ‘can do’ attitude?Our client, an award winning investment and technology firm, is looking for an Investment Administration Associate to join their Client Administration Team.Responsibilities include

• Processes new business applications
• Deal with post and emails in and out of the business
• Client administration including but not limited to change of details, direct debit set ups, withdrawals, registering power of attorney
• Provide outstanding customer service to clients and advisers

About you

• Well organised
• Self-reliant, good problem solver, results oriented
• Energetic, collaborative, and proactive
• Good communication skills
• Familiarity with Microsoft Office, including strong Excel knowledge
• At least 6-12 months experience in a similar administration based role (desirable)
• An understanding of ISA and SIPP regulations (desirable)

About the Firm:

• Multi award winning technology and financial services business – multiple Gold awards for client service and recently secured a national award for the business
• Extensive benefits package including a wellness subsidy, volunteer leave (3 days per year), discretionary bonus and substantial pension
• Modern offices in central Bristol offering open plan working, break out pods, games areas and a wellbeing room

If you would like to be considered for this role, please apply today.

Expected salary

Location

Bristol Area

Job date

Wed, 03 Apr 2024 07:07:46 GMT

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