Investment Administrator - Transfers

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Job description

Our Client is a rapidly growing, award winning technology and investments solutions business. They launched in 2007 with just a handful of staff. In the 14 years since, we have seen the company grow exponentially. They currently house 200+ staff in a magnificent open plan office near the waterfront in the vibrant city of Bristol.

Our clients strength comes from seamlessly integrating three core disciplines, discretionary investment management, platform services and intuitive technology.

Working in the Operations team you will manage the widest available range of ISAs and SIPPs.

The Role

As Investment Admin Associate you will work within the Asset Transfers Team to assist with the day to day processing of account transfers internally and externally, ensuring internal SLA's are kept to.

Key responsibilities

• Liaising with transfer managers to arrange acquisition of funds.
• Processing account transfers to other providers.
• Ensuring that transfers are chased in a timely and effective manner.
• Processing specie transfers in and out.
• Liaising with fund managers in order to complete specie transfers in a timely manner.

Skills and Experience required

• At least 6-12 months experience in a similar administration based role in the Wealth Management industry.
• An understanding of the products offered - ISAs and SIPPs mainly. An understanding of the regulations involved with these accounts would be very beneficial.
• Ability to work well under pressure in an organised manner.
• Good communication skills.
• Self-reliant and a good problem solver.

We can offer you

You can expect a competitive salary aligned to your skills and experience which we will review each year, as well as a generous benefits package, including:

• Non-contributory Personal Pension scheme
• Substantial holiday entitlement
• Life Assurance & Income protection insurance
• Private health insurance

In addition, you will enjoy working in modern open plan offices in central Bristol, be invited to a variety of social activities ranging from payday drinks to film nights and benefit from commitment to employees wellbeing as well as a focus on providing career development opportunities.

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