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Investment Client Admin

Recruit UK
Posted 2 days ago, valid for a month
Location

Bristol, City of Bristol BS6 5EX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A reputable investment management firm is seeking a detail-oriented Middle Office Administrator for a 6-month fixed-term contract in their Bristol office.
  • The role involves managing client account processes, reviewing documents, banking client cheques, and maintaining AML documentation.
  • Candidates should have experience in financial services, particularly in account opening or amendments, and possess good communication skills.
  • The position offers a salary of £26,000, a pension contribution of 10%, and the potential for hybrid work after competency is achieved.
  • There is also scope for a permanent role or contract extension based on individual performance.

A well-established and reputable investment management firm is known for its commitment to acting responsibly and delivering tailored wealth management services, is looking for a detail-oriented 6-month FTC Middle Office Administrator to support their Bristol office.

With a focus on long-term sustainability and exceptional client care, they offer a supportive and forward-thinking work environment. This is a pivotal role ensuring smooth day-to-day operations and delivering top-notch client service.

Key Duties:

  • Management of client account opening and amendment processes.
  • Reviewing and assessing relevant documents for client accounts.
  • Banking of client cheques.
  • Maintain client AML documentation.
  • Liaising with Investment Managers and wider business throughout process.
  • Ad hoc support with wider team.

Your Skills and Experience:

  • Process driven and efficient.
  • Experience working within financial services.
  • Experience of account opening or account amendments.
  • Numerate
  • Good communication skills

Perks and Benefits:

  • Pension (10%)
  • Hybrid once competent
  • Scope for permanent or contract extension (dependent on individual success)

Job Title: Middle Office AdminIndustry: Investment ManagementLocation: BristolSalary: £26,000

REF: 9605

About Recruit UK:At Recruit UK, we specialise in Financial Services recruitment, offering a unique blend of expertise and connections to help candidates find the perfect role. We focus on your career aspirations, providing personalized advice and insight into the job market. With a network spanning over 100,000 financial services professionals, we connect the right people with the right opportunities.

Our Commitment to You:

  • Open, honest feedback about your career prospects.
  • Access to an extensive network of opportunities across the UK.
  • A focus on your overall career happiness, not just the next step.

Additional Information:If you do not hear from us within 7 working days, please assume that your application has not been successful on this occasion. However, we may retain your details for future opportunities that match your skills and experience.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.