Investments Administrator


Salary:

GBP9.50 - 10.00 / hour

Location:

Bristol

Date posted:

1st May 2019

Employment type:

Temporary

Job reference:

06010-0010645785

Staffing area:

Administration


Description

Robert Half Office Team are currently recruiting for an Investments Administrator for their financial services company based in Central Bristol. The Investment Analyst provides an important role in the administration of the SIPPS. There are a range of important tasks in the operation of the SIPPs that Investment Analysts handle. They are responsible for the day to day investigation, research and monitoring activity of investments and investment counterparties.

This is a temporary position and you must be immediately available for this role.

Role Specification:

  • The investigation, research and monitoring of investments held within the company asset register in order to identify areas and instances of risk
  • Development and continual improvement of processes and monitoring activity of investments and counterparties
  • Complete and accurate record keeping of all activity
  • Where relevant and appropriate, informing Account Managers, clients and financial intermediaries of specific matters or issues affecting their schemes
  • Understands the due diligence requirements of each permissible investment
  • Understands the nature of each asset class and instrument type, with understanding of the trading/holding risk for a pension scheme

Person Specification:

  • Proven experience of Investments experience
  • Working knowledge of all market active pension wrappers, investment fees etc
  • Able to demonstrate the ability to identify data anomalies and issues and correct them at source or seek guidance
  • Confident dealing with a challenging workload
  • Ability to use own initiative
  • Confident use of Microsoft Office systems

If you are interested in hearing more information about this role, please send an updated cv or call 01179935454

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying to this position, you acknowledge that you have read and accept the following terms:https://www.roberthalf.co.uk/privacy-notice



Bristol

Whitefriars,
Lewins Mead, Bristol
BS1 2NT
gb
0117 993 5400
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