JOB OF THE WEEK: Investment Admin Associate

Every week, Pertemps are going to be giving you a run down of the 'Job of the week', helping you to find your dream job!

Pertemps is the UK’s largest privately-owned recruitment agency. Established in 1961, they have over 200 branches and offices nationwide operating across a multitude of sectors and industries. 

The Firm:

A fantastic opportunity for an excellent communicator with an interest in a career within the financial services sector to join our award-winning technology and investments solutions client as an Investment Admin Associate.

Hours:

Hybrid working available once initial training has been completed. Monday - Friday, 35 hours per week. Competitive salary on offer which is reviewed each year as well as an amazing and extensive company benefits package including:

• - Non-contributory Personal Pension scheme
• - Substantial holiday entitlement
• - Life Assurance & Income protection insurance
• - Private health insurance

The role:

As an Investment Admin Associate you will work within the Asset Transfers Team to assist with the day to day processing of account transfers internally and externally. You will be joining a sociable and friendly team where you can get involved with monthly social events. Working in modern, open-plan offices in Central Bristol with a company who are committed to supporting and developing your skills in the Fin-Tech industry.

Key duties:

• Liaising with transfer managers to arrange acquisition of funds.
• Processing account transfers to other providers.
• Ensuring that transfers are chased in a timely and effective manner.
• Processing specific transfers in and out.
• Liaising with fund managers in order to complete specific transfers in a timely manner.

The ideal candidate:

• Experience is not essential, this is a great opportunity if you have a genuine interest in a career within the Financial Services field, specifically investment and technology solutions.
• Experience in an office administration role would be beneficial.
• You will need to have excellent communication skills both written and verbal.
• An understanding of ISAs and SIPPs would be beneficial but not essential.
• Ability to work well under pressure in an organised manner.

How to apply: Please email lucy.oliver@pertemps.co.uk