Investment Administrator (12 Month FTC)

  • Bristol
  • from 23000
  • Permanent

Are you an organised and efficient administrator? Do you have good communication skills and a ‘can do’ attutude?

Our client, an award winning investment and technology firm, is looking for an Investment Administrator on a 12 month Fixed Term Contract.

Your responsibilities will include:

  • Ensure the smooth day to day running of client accounts
  • Work with your team to make sure all work is processed and quality checked 
  • Support other teams within Operations Department
  • Onboard new clients
  • Deal with post and emails in and out of the business
  • Day-to-day client administration for existing clients and advisers

Your skills:

  • 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)

If this sounds like you, please apply today!

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