Ifa Administrator - Bristol City Centre

Reed; Bristol; Hybrid; GBP 27,000 - 31,000; Full time

Job summary

A leading recruitment agency in Bristol seeks a Senior Administrator to provide high-level operational and administrative support. Responsibilities include overseeing investment transactions, maintaining records, and preparing reports. The ideal candidate will have at least 3 years of administrative experience and excellent communication skills. This full-time role offers a competitive salary and various benefits.

Benefits

25 days holiday plus bank holidays

Company Pension Scheme

Comprehensive training

Group Life Scheme – 4x salary

Qualifications

• Minimum of 3 years of administrative experience in a similar role.
• Excellent organisational and planning skills.
• Strong written and verbal communication abilities.

Responsibilities

• Oversee and process daily investment transactions.
• Maintain accurate records in portfolio management systems.
• Prepare investment reports ensuring accuracy and timeliness.

Skills

Organisational skills

Planning skills

Multitasking skills

Written communication

Verbal communication

Strategic thinking

Problem-solving

Education

Relevant industry-related qualifications

Job description

Overview

• Location: Bristol (Office-based / Hybrid working after 3 months probation)
• Hours: 35 hours per week (5 days per week)
• Contract Type: Full-time, Permanent
• Starting Salary: £27,000 - £31,000

We are seeking a Senior Administrator to provide high-level operational and administrative support within our organisation. This role is crucial for maintaining the smooth operation of our services, ensuring high standards of accuracy and efficiency in handling client instructions and supporting senior management.

Responsibilities

• Oversee and process daily investment transactions including trades, income, corporate actions, and cash movements.
• Maintain accurate records in portfolio management and accounting systems.
• Perform regular reconciliations between internal records, custodians, and fund managers.
• Prepare monthly, quarterly, and annual investment reports ensuring timely and accurate execution of investment instructions.
• Work with the Client Relationship team to maintain the valuation diary and provide necessary reports.
• Act as an escalation point for complaints, carry out root cause analysis, and provide feedback to Senior Management.
• Mentor junior staff and support the checking of colleagues\' work to ensure accuracy and timeliness.
• Facilitate team training and support the Team Leader in various administrative tasks.

Qualifications

• Minimum of 3 years of administrative experience in a similar role.
• Strong organisational, planning, and multitasking skills.
• Excellent written and verbal communication abilities.
• Relevant industry-related qualifications or working towards them.
• Strategic thinking, problem-solving, and a keen eye for detail and accuracy.
• Ability to work independently and as part of a team.

Benefits

• Central Bristol location with excellent transport links.
• Comprehensive training provided.
• 25 days holiday plus bank holidays, with additional holiday entitlement between Christmas and New Year.
• Company Pension Scheme.
• Group Life Scheme – 4x salary.
• Emergency fund availability.

To apply for the Senior Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.