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- Tasks: Support Stockbrokers with admin tasks and manage investment portfolios.
- Company: Join a well-established financial services organisation that values its staff.
- Benefits: Enjoy 28 days leave, a bonus, pension, healthcare options, and discounts.
- Why this job: Be part of a supportive team while gaining valuable experience in finance.
- Qualifications: Experience in administration is preferred; strong interpersonal and organisational skills are essential.
- Other info: Flexible working hours and opportunities for travel to conferences and training.
The predicted salary is between 28500 - 28500 £ per year.
The Company: A superb well-established organisation within the financial services industry who genuinely look after their staff.
The Job: To provide administrative support to the Stockbrokers in the Bristol Advisory team in the setting up and ongoing management of investment portfolios.
Day to day responsibilities:
- Support Stockbrokers with day to day admin tasks to ensure they can maintain client relationships.
- Prepare for and attend weekly meetings with your dedicated stockbroker ensuring tasks are being completed correctly and accurately.
- Assist with the client onboarding process; Pre-populating application forms, transfer forms and producing suitability reports.
- Monitor new account openings to ensure cases are submitted and handled appropriately whilst keeping everyone informed.
- Handle telephone enquiries from third parties and clients regarding their portfolios and accounts.
- Organise production, checking and despatch of valuations and client tax packs.
- Undertake the administration involved in annual performance reviews.
- Deal with compliance related matters; Collation of anti-money laundering documentation, checking client documentation whilst ensuring client files are up to date.
- Deal with incoming and outgoing post.
The Person: Our client is looking for an experienced administrator who has ideally gained experience within the investment and or financial services sector but this isn't essential. They are also looking for someone who is friendly, professional personality with excellent interpersonal skills, confident and assertive nature with strong customer service skills and great organisation. Excellent administration skills and must demonstrate a high level of accuracy and have a strong attention to detail with good time management skills and able to prioritise own workload. Ability to communicate well and with clarity. Strong resilience to problem solve and deal with issues as they arise. Self-motivated and pro-active with the ability to work unsupervised as well as demonstrate reliability, flexibility and loyalty and a good understanding of Word, Excel & Outlook with a willingness to learn new systems & processes. Willing to travel occasionally (conferences, training etc).
The Hours: Monday to Friday: (35 hours per week) Shifts are 8am - 4pm or 9am - 5pm.
The Benefits: 28 Days Annual Leave (plus 8 days Bank Holidays), Discretionary Annual Bonus, 10% pension, Life Cover (Death in Service), Critical Illness Cover, Option to join BUPA Healthcare & BUPA Dental, Cycle to Work Scheme, Car Scheme, Staff Rates on Investments, Employee Assistance Programme, Sharesave Scheme Discount Gym Membership, My Rewards Employee Scheme (Retail Discounts).
The Salary: £28,500.
Investment Administrator in Bristol employer: Alexander Mae (Bristol) Ltd
Contact Detail:
Alexander Mae (Bristol) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator in Bristol
✨Tip Number 1
Familiarise yourself with the financial services industry, especially investment administration. Understanding key terms and processes will help you engage in conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the investment sector, particularly those who work in administrative roles. Attend local finance-related events or join online forums to connect with potential colleagues and gain insights into the day-to-day responsibilities of an Investment Administrator.
✨Tip Number 3
Prepare for your interview by practising common questions related to client onboarding and compliance matters. Being able to articulate your understanding of these processes will set you apart from other candidates.
✨Tip Number 4
Showcase your organisational skills by discussing specific examples of how you've managed multiple tasks or projects in previous roles. This will highlight your ability to prioritise workload effectively, which is crucial for the Investment Administrator position.
We think you need these skills to ace Investment Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration, particularly within the financial services sector. Emphasise skills such as attention to detail, organisation, and customer service, which are crucial for the Investment Administrator role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific experiences that demonstrate your ability to support Stockbrokers and manage client relationships effectively.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Word, Excel, and Outlook. Provide examples of how you've used these tools in previous roles to enhance your administrative capabilities.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Alexander Mae (Bristol) Ltd
✨Know Your Role
Familiarise yourself with the responsibilities of an Investment Administrator. Understand the day-to-day tasks, such as supporting Stockbrokers and managing client portfolios, so you can discuss how your skills align with these duties.
✨Showcase Your Interpersonal Skills
Since the role requires excellent interpersonal skills, be prepared to demonstrate your ability to communicate clearly and effectively. Share examples from past experiences where you've successfully managed client relationships or resolved issues.
✨Highlight Attention to Detail
Accuracy is crucial in this position. Prepare to discuss specific instances where your attention to detail made a difference, whether in administration tasks or compliance matters. This will show that you understand the importance of precision in financial services.
✨Be Proactive and Self-Motivated
The company values self-motivation and proactivity. Think of examples where you've taken the initiative in previous roles, whether it was learning new systems or improving processes. This will demonstrate your reliability and willingness to contribute positively to the team.
