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Investment Administrator

2022-09-21 10:21:032022-11-01 Cavendish Maine
Job Type Permanent Full Time
Location Bristol
Area South West, UK South West UK Bristol
Sector Financial Services
Salary £23,000 - £25,000
Currency GBP
Start Date
Advertiser Karen Cummins
Telephone 01275 813023
Job Ref KC/86017-1
Job Views 90
Description
Job Title: Investment Administrator
Location: Bristol
Sector: Financial Services
Salary: £23,000 - £25,000
Reference: KC/86017
 
The Company:
  • My client are a well-known pensions provider based in Central Bristol that are looking to grow their team of Investment Administrators.
 
The Role:
  • As an Investment Administrator you will be responsible for:
  • New investment applications
  • Asset trading and switches
  • Monetary transfers
  • Asset transfers and re-registration
  • Obtaining and updating investment valuations
  • Investment data processing and maintenance
  • Asset reconciliation
  • HMRC income tax reclaims
  • Internal and external reporting
  • Informing clients, financial intermediaries and internal operations of specific matters and regulations affecting their investments held within a self-investment personal pension scheme (‘SIPP’)
  • This role will initially be office based whilst you undertake training, after which you will be able to split your time between home and office.
 
The Candidate:
  • This is a fast-paced role which requires a high attention to detail.
  • Candidates should have strong administrative and communication skills and a genuine desire to work within the investment industry.
  • Previous experience within financial services would be preferable but is not essential.
 
Salary:
  • Circa £23,000 - £25.000
  • Employees receive an annual pay rise and performance related bonus (up to 12%) plus other company benefits.
 
Contact:
Karen Cummins
Reference: KC/86017
 
Candidate Care:
By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.
 
If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
 
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies.  If you do not want us to do this, please call us to advise.
 
In the meantime, we would like to thank you for your interest in Cavendish Maine.
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