Job Description
Bristol Investment Client Admin
Job Title: Middle Office Admin Industry: Investment Management Location: Bristol Salary: £26,000
REF: 9605
A well-established and reputable investment management firm is known for its commitment to acting responsibly and delivering tailored wealth management services, is looking for a detail-oriented 6-month FTC Middle Office Administrator to support their Bristol office.
With a focus on long-term sustainability and exceptional client care, they offer a supportive and forward-thinking work environment. This is a pivotal role, ensuring smooth day-to-day operations and delivering top-notch client service.
Key Duties:
· Management of client account opening and amendment processes.
· Reviewing and assessing relevant documents for client accounts.
· Banking of client cheques.
· Maintain client AML documentation.
· Liaising with Investment Managers and wider business throughout process.
· Ad hoc support with wider team.
Your Skills and Experience:
· Process driven and efficient.
· Experience working within financial services.
· Experience of account opening or account amendments.
· Numerate
· Good communication skills
Perks and Benefits:
· Pension (10%)
· Hybrid once competent
· Scope for permanent or contract extension (dependent on individual success)
About Recruit UK: At Recruit UK, we specialise in Financial Services recruitment, offering a unique blend of expertise and connections to help candidates find the perfect role. We focus on your career aspirations, providing personalized advice and insight into the job market. With a network spanning over 100,000 financial services professionals, we connect the right people with the right opportunities.
Our Commitment to You:
· Open, honest feedback about your career prospects.
· Access to an extensive network of opportunities across the UK.
· A focus on your overall career happiness, not just the next step.
Additional Information: If you do not hear from us within 7 working days, please assume that your application has not been successful on this occasion. However, we may retain your details for future opportunities that match your skills and experience.