Investment Consultant Support

Professional Recruitment
Bristol (City Centre)
14 Apr 2018
13 May 2018
Contract Type
Full Time

A dynamic and forward-thinking investment business in Bristol is currently looking for a highly focused and motivated individual to support a small team of investment consultants, undertaking comprehensive administrative services whilst providing a high level of client experience.

This is a very busy and varied role requiring someone who knows the true meaning of excellent customer service with the drive and ability to work independently to get to the bottom of the customers’ issues.

Duties will include:

Client account opening, transfers closures and amendments, including reviewing documentation and providing client updates Loading stock onto the valuation system and dealing with commission queries Administration of ISAs in line with HMRC requirements Assisting with any other client queries including those external to their investment portfolio Generate mail merges for clients with ISAs and distribute transfer forms to the clientBuild and maintain good relationships with brokers, professional advisers and others to ensure data and information is accurate and timelyAttend client meetings to provide support on client administration

Successful candidates will have previous experience of working in Client Services within Financial Services and ideally have some understanding of Investment products.

You will need to have excellent customer service skills and be able to demonstrate experience of providing first class Customer Service. We are looking for a good all-round administrator with the ability to be proactive when needed, you will take ownership of client accounts and be mature in your approach.

It is essential that you have good planning, time management and organisational skills with the ability to be flexible and learn quickly.

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