Investment Administrator - hybrid working

Reed have partnered with an award winning financial and technology business in the heart of Bristol, recruiting for Investment Administrator to join their Operations Team on a full time permanent basis.

Our client is all about collaborative working, their friendly and diverse teams, have a great team spirit, regularly social and wellbeing events and investing in their people.

We’re looking to speak with candidates of whom have had a minimum of 12 months Admin experience within financial service, who are now looking to work for a rapidly growing company that offer clear progression routes.

Team:

You will be joining the transfers department of whom take care of all in and out transfers, cash (selling assets and transferring the cash), or in specie (transferring funds and shares as they are without sales). Getting involved at each stage of the transfer, from the initial request to applying assets to client accounts. 

Some important skills for you to have include:Good communicator, organised, accurate with a strong attention to detail, admin experience in a professional services setting (beneficial), competent IT user in particular MS Office, ability to work well within a team but equally on your own and have a proactive and ‘can do’ attitude.

Involved with:Day to day administration, processing of applications, post in/out, managing of mailbox, data entry, amend client details, set up of funds, monitor payment receipts, process withdrawal, payment processing, processing transfers,

Our client will be investing a lot of time into ensuring you’re set up to succeed with their training. The training duration will be roughly 3 months of which will be fully office based, to ensure you soak up the fountains of knowledge in the team. Once training is completed, you will have the opportunity to work on a hybrid basis (3 days office/2 days home).

If you have;

• At least 6-12 months experience in a similar administration-based role
• An understanding of ISA and SIPP regulations
• Previous experience within a platform
• An understanding of FCA CASS 6, 7 and 8 rules

In return, you will receive a fantastic benefits package including:10% non-contributory pension, 25 days holiday increasing up to 28 days +BH, Life Assurance (8 x salary), Income Protection, Private health insurance and discretionary bonus.