At a Glance
- Tasks: Manage daily investment administration tasks and support the Transfers Team.
- Company: Join an award-winning investment solutions platform with a collaborative culture.
- Benefits: Flexible working hours, professional development, and a supportive team environment.
- Other info: Full training provided; great opportunity for growth in a dynamic team.
- Why this job: Kickstart your career in finance and make a real impact on client outcomes.
- Qualifications: Strong communication skills and a proactive attitude; experience in admin is a plus.
The predicted salary is between 30000 - 40000 £ per year.
Parmenion Capital Partners LLP is an award-winning investment solutions platform that helps ambitious financial advice firms to build their own investment propositions. We are entrepreneurial, innovative and value collaboration.
The Operations department is looking to fill an Investment Administration Associate role within the team. The successful applicant will report into the Investment Administration Team Leader and will be responsible for the day-to-day administration within the team.
The main responsibilities of the role will include:
- Day-to-day processing of items received on a daily basis within the internal set SLA’s.
- Providing assistance to the other sub-teams of the Investment Administration team, ensuring that all work is processed and quality checked on the same day.
- Involvement alongside the Team Leader with process improvements and procedural changes.
This is an opportunity for somebody who is looking to move their career into the operational aspect of the business and who has a passion for process improvement and providing improved TCF outcomes for our expanding client base.
About the Transfers Team: The Transfers Team deals with all transfers in and out of Parmenion, whether that be as cash (selling assets and transferring the cash), or in specie (transferring funds and shares as they are without sales). You would be involved at each stage of the transfer, from the initial request to applying assets to client accounts. We use several tools to help us do this, including the Origo Transfer Service and Equisoft/transfers for electronic transfers.
We liaise with other firms to ensure transfers complete efficiently and accurately, as well as providing updates to Advisers and sorting out any issues which might arise. Communication is really important when dealing with transfers. We spend a lot of time talking to or emailing other internal teams or external firms, including Advisers, Fund Managers and other account providers. While the team is made up of two sub-teams, we aim to have everyone cross-trained so that we can support each other and provide the best service to our clients. All suggestions on improvements are welcome and we’re constantly developing and improving.
Essential skills for the role:
- Ability to work well under pressure
- Good communication skills, including by telephone and in writing
- Well organised
- Efficient and accurate
- Self-reliant, good problem solver, results oriented
- Energetic, collaborative, and proactive
- Optimism and a ‘can do’ attitude
- Strength to challenge current processes and senior members of the team
- Familiarity with Microsoft Office, including strong Excel knowledge
Desirable skills for the role:
- At least 6-12 months experience in a similar administration-based role
- An understanding of ISA and SIPP regulations
- Previous experience within a platform
- An understanding of FCA CASS 6, 7 and 8 rules
The conduct rules:
- You must act with integrity
- You must act with due skill, care and diligence
- You must be open and cooperative with the FCA, the PRA and other regulators.
- You must pay due regard to the interests of customers and treat them fairly.
- You must observe proper standards of market conduct
- You must act to deliver good outcomes for retail customers
Terms and conditions of employment and employee benefits:
- Contractual hours of work across the business are 35 each week, Monday to Friday, normally 9am until 5pm, although some flexibility is required in order to meet business needs.
- This position has a six-month probation period during which the notice period will be one week on either side. On successful completion of the probation, this notice period will increase to one month.
- The successful candidate will be required to provide satisfactory references from their current and previous employers covering a period of up to 12 years and will need to satisfy confidential background checks.
- Adherence to the Parmenion Compliance Code of Conduct will be a condition of continuing employment.
- Other benefits available on successful completion of the probation period to be confirmed by HR.
Investment Admin Associate - Asset Transfers in Bristol employer: Parmenion
Parmenion Capital Partners LLP is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for those looking to grow in the investment administration field. With a focus on employee development, you will receive comprehensive training and support while being encouraged to contribute to process improvements that enhance client outcomes. Located in a dynamic environment, Parmenion offers a flexible working schedule and a commitment to maintaining high standards of integrity and customer care.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Admin Associate - Asset Transfers in Bristol
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at Parmenion. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Parmenion and the Transfers Team. Understand their processes and think about how your skills can improve their operations.
✨Tip Number 3
Show off your communication skills! Whether it’s during an interview or networking, be clear and confident. Remember, they value collaboration and good communication.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, you’ll be one step closer to joining a team that’s all about process improvement and client satisfaction.
We think you need these skills to ace Investment Admin Associate - Asset Transfers in Bristol
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Investment Admin Associate role. Highlight your relevant skills, especially in administration and communication, to show us you’re a great fit for our Transfers Team.
Show Your Passion for Process Improvement:We love candidates who are keen on improving processes! In your application, share any experiences where you've contributed to process enhancements or problem-solving. This will resonate well with our focus on continuous development.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate applicants who can communicate effectively, just like we do with our clients and partners.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re proactive, which we love!
How to prepare for a job interview at Parmenion
✨Know Your Stuff
Before the interview, make sure you understand the basics of investment administration and asset transfers. Familiarise yourself with terms like 'in specie' and 'cash transfers', as well as the tools mentioned in the job description, like Origo Transfer Service. This will show your genuine interest in the role.
✨Show Off Your Communication Skills
Since communication is key in this role, be prepared to demonstrate your ability to communicate clearly and effectively. You might be asked situational questions about how you would handle communication with advisers or other teams, so think of examples from your past experiences that highlight your skills.
✨Be Ready to Problem Solve
The role requires a proactive approach to problem-solving. Think of a time when you faced a challenge in a previous job and how you overcame it. Be ready to discuss your thought process and the steps you took to resolve the issue, as this will showcase your results-oriented mindset.
✨Embrace Process Improvement
Parmenion values suggestions for process improvements, so come prepared with ideas! Research common inefficiencies in investment administration and think about how you could contribute to making things better. This will demonstrate your enthusiasm for continuous improvement and your alignment with their values.
