TrinityBridge

Division
Location - Cheltenham
Salary - Competitive + Benefits

The Vacancy
OVERALL SUMMARY

Join TrinityBridge Bespoke team as an Investment Administrator where you will provide administration service support to the Bespoke IM team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. You will report directly into the Senior Investment Director responsible for the clients. This role is office based and full time, 5 days a week.

RESPONSIBILITIES

Service levels and positive client outcomes

- Deliver levels of service expected by High Net Worth clients including assisting in the regular assessment and reporting of any change in client circumstances & suitability factors
- Continue to provide excellent client service to ensure zero incidents and complaints
- Consistently follow processes and ensure a great experience for the client
- Ensure adequate record keeping of client correspondence and conversations
- Provide all administration support the Bespoke IM team require with the assistance of other administrators in the team. This includes account opening and client on-boarding.

Strategic Planning

Engage and participate where required in improvement initiatives, and provide constructive feedback to drive future initiative direction​

People

Champion and demonstrate TrinityBridge’s core principles, continuing to ensure a one team, one culture ethos across HNW, especially as teams grow in size and new talent is developed.

Actively participate in TrinityBridge’s diversity and inclusion initiatives
Ensure clear and effective communication with colleagues across HNW

WE WOULD LOVE TO HEAR FROM YOU IF:

- Experience in a client facing Investment services or Financial services administration role preferable
- Experience in an office setting required
- Proven ability to manage a varied workload and adapt to conflicting deadlines
- Confident working independently with a view to working 1:1 with an Investment - Manager and supporting the Bespoke IM Team when necessary
- Resilient and reliable team player willing to respond and support various external and internal requests
- Strong communication and interpersonal skills (verbal and written)
- Excellent organisational skills and attention to detail
- Solution-focused when problem solving and adopting new software and systems
- Excellent record keeping and reporting capabilities
- Strong IT and MS Office skills: Word (intermediate level), Excel (intermediate level basic formulas), PowerPoint (intermediate level), Outlook (advanced level)

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

The Company
At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.

The Benefits:

- Private medical
- Discounted health checks
- Stakeholder pension contribution
- Cycle to work scheme
- Gym discounts
- Purchase additional holiday

Equal Opportunities:

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.