Job Number: PARMENION00133
Posting Date: 03/08/2020
Parmenion is a rapidly growing, award winning technology and investments solutions business. We launched in 2007 with just a handful of staff. In the 11 years since, we have seen the company grow exponentially. We currently house our 200+ staff in a magnificent open plan office near the waterfront in the vibrant city of Bristol.
Our strength comes from seamlessly integrating three core disciplines, discretionary investment management, platform services and intuitive technology.
Working in our multi-award winning client services team you will support Advisers with their day-to-day use of our services and solutions.
In this role you will ensure that the daily dealing files have been prepared and uploaded to EMX, Calastone and Stocktrade before the internal cut off point.
Carrying out any internally requested Fund Switch and rebalance requests in a timely manner
Responsible for processing conversions and corporate actions as and when they arise
Executing contract notes within the system
Setting up any new agency and nominee accounts with new Fund Managers
Responsible for checking and working through the daily control reports
Fund switches/Purchase settlements/Phased investments
Skills and Experience required
Previous experience of dealing with OEICS, Unit Trusts and Equities
Previous experience of using EMX, Calastone and Stocktrade would be advantageous
Ability to work well under pressure
Good communication skills
Efficient and accurate
Self-reliant, good problem solver, results oriented
Energetic, collaborative and proactive
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:
Non-contributory Personal Pension scheme
Substantial holiday entitlement
Life Assurance & Income protection insurance
Private health insurance
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.