Investment Administrator

Professional Recruitment
Bristol, UK
16 Aug 2019
09 Sep 2019
Contract Type
Full Time
This expanding and people driven Investment firm, with over 2.1bn assets under management, are looking for an Investment Administrator to join their team. Seeking only the best people to join them, this employer truly focusses on their employees reaching their full potential and as such they invest heavily in training and progression.

Joining the Capital Gains Tax and Probate team, you'll be responsible for the production and maintenance of records, management of probate accounts and the calculation of clients CGT position.

Day to day tasks will include inputting of CGT data and producing reports, identifying and resolving issues, client data amendments in line with HMRC guidelines and processing client money in line with best execution and CASS guidelines.Delivering excellent customer service should be high on the agenda and developing positive internal and external relationships throughout any given task is mandatory.You will also support training of new staff and projects, as required.

Key Attributes

Financial Service experience - preferably knowledge of Securities, Equities, Trusts, Corporate Actionsand CGT legislation
Strong communication skills
Excellent numeracy and excel skills
Ability to work independently and / or part of a team
Analytical approach to problem solving and decision making
Ensures a high level of professionalism is maintained at all times

Any candidates with awareness of FCA regulations would be highly considered though any Graduates with a relevant degree would also be of interest.. apply today!

In return my Client offer a very generous pension contribution (10% non contributory), annual bonus, Private healthcare, DIS plus much more...

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