At a Glance
- Tasks: Support financial operations and manage shareholder queries in a dynamic investment environment.
- Company: Join a leading financial services team in Blackpool with a hybrid working model.
- Benefits: Enjoy a permanent role with opportunities for career growth and professional development.
- Other info: Be part of a supportive team focused on accuracy and compliance in financial transactions.
- Why this job: Make an impact in the finance world while gaining valuable experience in investment administration.
- Qualifications: Experience in financial services or investment operations is preferred, but transferable skills are welcome.
The predicted salary is between 31500 - 38500 £ per year.
Location
Blackpool
Contract
Permanent
Working Pattern
Full time, hybrid working after probation period
About the Role
We are recruiting for a
Financial Administrator to join a busy financial services operations team, supporting the administration of a specialist
Venture Capital Trust investment .
This is a varied role combining investment administration, financial operations, shareholder support, transaction processing, reconciliations and regulatory administration .
You will play an important part in ensuring that investor activity and fund-related processes are completed accurately, efficiently and in accordance with regulatory requirements.
The role would suit someone with previous experience in financial services administration, investment operations, fund administration, wealth management or banking operations who is looking to develop their career within a specialist investment environment.
Key Responsibilities
- Manage and respond to queries from shareholders, investors, financial intermediaries and other relevant parties.
- Support the accurate processing and recording of investment and financial transactions.
- Complete regular reconciliations between internal records and bank transactions, investigating and escalating discrepancies where required.
- Assist with the processing of supplier payments and maintain accurate financial records.
- Support the preparation and submission of regular Net Asset Value information and other relevant market disclosures.
- Assist with the administration of Venture Capital Trust share buybacks, including maintaining accurate records and ensuring relevant information is appropriately updated.
- Process new Venture Capital Trust investment applications and complete the associated administration before and after share allotment.
- Carry out appropriate anti-money laundering (AML) and client due diligence checks on applicants, requesting further information or documentation where necessary.
- Process share and agency transfer requests, ensuring all relevant records are accurately maintained.
- Maintain accurate investor, transaction and departmental records.
- Assist with management information, key performance indicators and regular departmental reporting.
- Support ad-hoc analysis, projects and process improvement initiatives as required.
- Maintain effective electronic and physical filing systems in line with internal procedures and data retention requirements.
- Ensure all activities are completed in accordance with relevant regulatory, compliance and internal requirements.
- Keep up to date with developments within the investment and financial services industry.
- Undertake any other reasonable duties required to support the wider operations team.
About You
We are looking for an organised and detail-focused individual with experience within a financial services environment .
You will ideally have experience in areas such as
- Financial or investment administration
- Fund or investment operations
- Wealth or asset management
- Banking operations
- Client or shareholder administration
- Transaction processing and reconciliations
- AML, KYC or client onboarding
Experience of working with
Venture Capital Trusts or investment funds would be beneficial, although transferable financial services experience will also be considered.
You will need to be confident working with financial information, handling sensitive documentation and managing multiple tasks while maintaining a high level of accuracy.
Skills & Experience
- Previous experience in a financial services, investment or operational administration role.
- Strong attention to detail and a high level of accuracy.
- Good organisational and time-management skills.
- Confident communicating with internal and external stakeholders.
- Strong written and verbal communication skills.
- Good working knowledge of
Microsoft Excel, Word and Outlook .
- Comfortable working with financial data, transactions and reconciliations.
- An understanding of AML, KYC and wider financial services regulatory requirements.
- Ability to follow established processes while identifying and escalating potential issues.
- Experience using financial services platforms would be advantageous.
- A proactive approach with the ability to work independently as well as collaboratively within a team.
This is an opportunity to join a specialist team where you will gain exposure to a broad range of investment administration, fund operations, investor servicing and regulatory processes .
#J-18808-Ljbffr
Financial Administrator (VCTs) employer: RGH-Global | People Services
Join a dynamic global business as a Social Media Assistant, where creativity meets purpose. Our supportive work culture fosters professional growth and offers hands-on experience across multiple brands, allowing you to make a meaningful impact while developing in-demand skills. With a hybrid working model and a commitment to positive change, we provide an environment where your contributions are valued and your career can flourish.
Contact Details:
RGH-Global | People Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator (VCTs)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RGH-Global | People Services. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Administrator (VCTs)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RGH-Global | People Services.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RGH-Global | People Services's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RGH-Global | People Services
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RGH-Global | People Services.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RGH-Global | People Services will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RGH-Global | People Services employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
