Investment Admin Associate Asset Transfers Team

Job Number:
Posting Date:

Job Number: PARMENION00059

Posting Date: 17/04/2019

Location: Bristol

Type: Permanent

The role

As an Investment Admin Associate in the Asset Transfers Team you will provide support with day to day processing of Asset Transfer requests ensuring that all work is processed and quality checked on the same day

Key responsibilities

  • Liaising with transfer managers to arrange acquisition of funds
  • Processing transfer out payments to other providers
  • Ensuring that transfers are chased in a timely and effective manner
  • Processing specie transfers in and out
  • Liaising with fund managers in order to complete specie transfers in a timely manner

Skills and Experience required

  • Experience within a similar admin support role ideally from within Investments, banking or Finance role however experience from any sector will be considered.
  • Knowledge of SIPP, ISAs or CASS an advantage but not essential
  • Keen eye for detail and process focused
  • Excellent communication skills both written and verbal
  • IT Literate

We can offer you

At Parmenion, you can expect a competitive salary aligned to your skills and experience which we will review each year, as well as a generous benefits package, including:

  • 20% Non-contributory Personal Pension scheme
  • 25 days Holiday, rising to 28 days based on length of service
  • Life Assurance 7 x salary & Income protection insurance
  • Private health insurance, up to family cover
  • Discretionary Annual Bonus
  • 50% Gym membership subsidy

In addition you will enjoy working in our modern open plan offices in central Bristol, be invited to a variety of social activities ranging from payday drinks to film nights and benefit from our commitment to employee wellbeing as well as our focus on providing career development opportunities.

We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone.

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