Investment Administrator, Bath

Inviting CVs £20,000 - £25,000 Accountancy / Financial, Administrative / Secretarial, Customer Service Bath central Full Time

Investment Administrator, Bath

We are delighted to be supporting an award-winning Wealth Management firm with beautiful offices based in central Bath in their search for an organised and business focused Administrator.

You will be joining a progressive and forward-thinking organisation that will offer you training and career advancement in the financial services sector.

The focus of your role will be to support top tier financial advisors in their management of their clients with their administration, requests and queries. Working across various departments and in a team you will provide first class customer service both on the telephone and via email.

Key tasks include:

  • Ensuring all daily tasks are completed in line with regulations and procedures
  • Ensuring all principles are adhered to and raise any areas of concern with your line manager
  • Providing administrative support within the Investment Administration function
  • Managing all queries received via ‘phone, email or post
  • Working as part of a team to ensure the smooth running of the daily tasks in line with service level agreements

 Skills & Experience required:

  • Excellent interpersonal, organisational and communication skills
  • Ability to work well under pressure, prioritising workload accordingly
  • Good attention to detail
  • Proactive and driven
  • Ownership and accountability
  • Good data processing skills

Desirable skills to have:

  • Wrap platform knowledge and/or experience, although on-the-job training will be provided
  • Have experience working with Self Invested Personal Pensions (SIPPs)
  • Have a Financial Services qualification (E.g., IOC, CII or equivalent)
  • An interest in financial markets and investments
  • Account management experience

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.


Please note: Map location is not accurate and is only provided as a guide to the job location.
Reference: SF314161
Contact: Sam

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