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Are you looking to progress your role in an established financial services company? Have you had exposure to Investments and Pensions via an Investment platform?Juice is delighted to be supporting a reputable professional services company based in Bath, as they continue on their growth journey. This role has arisen due to growth and internal progression. This is a fantastic opportunity to continue your commercial career, by joining an organisation that offers long-term development in stunning new offices.DAY TO DAY:• Monitoring internal and external inboxes and managing queries • Supporting with transactional processes and technical queries • Keeping customers up to date on progress of transactional progress of outstanding transactions, keeping customers well informed • Processing letters of authority, processing platform accounts and data reports, issuing standard tax reports within agreed times • Monitoring data on back office system in line with company processes, updating investment platform accounts• Online trading support for other platforms and money movements, cash account monitoring and reporting
WE WOULD LOVE TO SEE:• Strong experience using MS Office products.• At least 5 A-C GCSE’s including Maths and English.• Experience within a Financial Services setting, ideally within an investment platform• • Experience working as an administrator or someone who has a strong desire to work in financial services.• Self-motivated and adaptable to change.• Experience in producing accurate and timely information.AND FOR YOU:• 25 Days holiday plus Bank Holiday.• Holiday buy and sell scheme.• Life assurance.• Group pensions.• Private medical care.• Income protection.• A range of discounts for schemes.• Additional volunteering days.• Vehicle and tech schemes.• Employee recognition schemes.• Charity fundraisers and social events.Please apply today to be considered for this fantastic role!
