Investments Administrator in Bath

Wishlist Recruitment
Bath, Somerset
18 Jun 2017
18 Jul 2017
Contract Type
Full Time

Investment Administrator required for a thriving Bath Investments company. This is a varied role providing support services to Financial Advisers, Investment Managers, Stockbrokers and clients.

The company provides excellent training and financially supports those studying towards professional qualifications, making this a fantastic challenge for someone starting in their career. It's crucial that candidates show a genuine interest in the financial world, have focus and a demonstrate a willingness to learn.

The Role:

  • Providing administration support to IFA businesses & networks.
  • Effectively handling administration requests from advisers/ sales force.
  • Maintaining a good level of product knowledge & market awareness - working with various products including pensions (SIPPs), GIAs, bonds & ISAs.
  • Some involvement in ad-hoc reporting, systems testing, process improvements & project work.
  • Processing new business applications and maintaining high levels of accuracy.
  • Understanding of FCA guidelines, regulatory issues and their impact.
  • Providing excellent levels of client service, working to and sharing best practice.

Skills & Experience Required:

  • CVs must demonstrate an interest in the world of finance and investments, this could be from your studies, work experience or interests.
  • You must be a capable, well-organised person with good communication skills
  • You should have good administration skills and be a team player.
  • An eye for detail is essential as is a good attitude, focus and a commitment to learn.
  • Candidates with Pensions (SIPPs), Life or Investments (Bonds, ISAs, GIAs) knowledge are welcome to apply.
  • Graduates applications are welcomed; candidates should ideally have a relevant degree (economics/business based).


The company's graduate training scheme offers new starters the chance to work with different teams across the business. This exposure is very useful for developing a good understanding of all business functions, financial processes and products proving very useful for future career progression.

Additional Information:

The firm strongly supports personal development and in addition to the excellent training programme, study support is paid for and exam passes are financially rewarded.There is a flexible benefits package which includes 25 days holiday, pension, healthcare, a considerable annual bonus and regular salary reviews.

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