Investment Administrator

The Company

As superb well-established organisation within the financial services industry who genuinely look after their staff.

The Job:

To provide administrative support to the Stockbrokers in the Bristol Advisory team in the setting up and ongoing management of investment portfolios.

Day to day responsibilities:

• Support Stockbrokers with day to day admin tasks to ensure they can maintain client relationships.
• To prepare for and attend weekly meetings with your dedicated stockbroker ensuring tasks are being completed correctly and accurately.
• To assist with the client onboarding process; Pre-populating application forms, transfer forms and producing suitability reports.
• Monitoring new account openings to ensure cases are submitted and handled appropriately whilst keeping everyone informed.
• Handling telephone enquiries from third parties and clients regarding their portfolios and accounts.
• Organise production, checking and despatch of valuations and client tax packs.
• Undertaking the administration involved in annual performance reviews.
• Deal with compliance related matters; Collation of anti-money laundering documentation, checking client
• documentation whilst ensuring client files are up to date.
• Dealing with incoming and outgoing post.

The Person:

Our client is looking for an experienced administrator who has ideally gained experience within the financial services sector but this isn’t essential. They are also looking for someone who is friendly, professional personality with excellent interpersonal skills, confident and assertive nature with strong customer service skills and great organisation. Excellent administration skills and must demonstrate a high level of accuracy and have a strong attention to detail with good time management skills and able to prioritise own workload. Ability to communicate well and with clarity. Strong resilience to problem solve and deal with issues as they arise. Self-motivated and pro-active with the ability to work unsupervised as well as demonstrate reliability, flexibility and loyalty and a good understanding of Word, Excel & Outlook with a willingness to learn new systems & processes. Willing to travel occasionally (conferences, training etc)

The Hours:

Monday to Friday: (35 hours per week) Shifts are 8am – 4pm or 9am – 5pm

The Benefits:

28 Days Annual Leave (plus 8 days Bank Holidays), Discretionary Annual Bonus, 10% pension, Life Cover (Death in Service), Critical Illness Cover, Option to join BUPA Healthcare & BUPA Dental, Cycle to Work Scheme, Car Scheme, Staff Rates on Investments, Employee Assistance Programme, Sharesave Scheme Discount Gym Membership, My Rewards Employee Scheme (Retail Discounts)

The Salary:

£28,500