Job Description
Our client is seeking an Investment Administration Manager to join their team on a 12 month FTC. You will manage a team of 5 or more Investment Assistants, supervise workflow and support the overall growth of the business by providing training and development to your team allowing for efficient delivery.
Key Responsibilities:
- Lead and manage a team of 5+ Investment Assistants, providing coaching, mentoring, training, performance management and ongoing development
- Deliver high-quality operational support to Investment Managers and Brokers, ensuring efficient day-to-day administration and providing overflow cover where required
- Support client servicing and onboarding, including pre-meeting preparation, new client paperwork, valuations, performance reporting, applications, transfers and suitability documentation
- Monitor team performance and processes, producing MI and regular reporting, setting team objectives, identifying improvements and ensuring work is completed efficiently and to a high standard
- Collaborate across the business, working with Business Managers, Operations and other teams to resolve issues, improve processes and ensure effective communication
- Ensure regulatory and process compliance, including FCA, CASS, AML and GDPR requirements, while supporting projects and contributing to wider business initiatives
About You
- Previous team leader or management experience
- Experience within Wealth Management (or similar)
- Friendly, confident and assertive with excellent interpersonal skills
- Strong communication and customer service skills
- Excellent administration skills with high accuracy and attention to detail
- Reliable and flexible, with previous experience in a busy department desirable
- Good knowledge of Word, Excel and Outlook, with a willingness to learn new systems and processes
If this sounds like you, Apply Today!
Investment Administration Manager in Bristol employer: Flair for Recruitment
Join a dynamic and supportive Financial Planning firm that prioritises employee growth and development. With access to a dedicated Financial Planning Academy, you'll have the opportunity to fast-track your career towards Paraplanning and Financial Planning while enjoying a collaborative work culture and regular social events. This role not only offers a blend of technical and client-facing responsibilities but also ensures a fulfilling journey in the thriving financial services sector.
