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Curtis Banks
,
Bristol, Bristol
Investment Analyst
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Job Type: Full-time |
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Overview
The Role We are a leading provider and administrator of self-invested personal pensions (SIPPs), part of Curtis Banks Ltd, based at Temple Quay, Bristol just a 5 minute walk from the railway station. Our employees are a mix of all ages and there is a vibrant, fun culture that extends outside the workplace. We offer a fantastic benefits package, including a generous pension scheme, flexible working, study support to help develop your qualifications and early close on Fridays to name but a few. For more details about us find us on LinkedIn and Facebook. The Investment Analysts provide an important role in the administration of our SIPPs. There are a range of important tasks in the operation of SIPPs which Investment Analysts handle. They act as a point of contact on technical investment issues. They are responsible for providing a quality service to our clients in respect of monitoring the activity of investments and investment counterparties (including claims, compensation, periodic reviews), approvals of new investments (including in-specie) and disposals along with Investment Management Agreements. The Investment Analysts are a fundamental support function for the Management Team and a wide variety of areas around the business. You will Process clients instructions and any task activity accurately and to the service standards set by the Company, at all times maintaining confidentiality and demonstrating discretion with clients and business introducers. Provide input, resolutions and decisions on technical issues, attending clients meetings where required. Build and maintain good relationships with clients and business introducers. Investigate, research and monitor investments held within the Curtis Banks asset register in order to identify areas and instances of risk and put into place measures to mitigate risks. Develop and continually improve processes and monitor activity of investments and investment counterparties. Complete and accurately record keeping of all activity Where relevant and appropriate, inform internal departments, clients and financial intermediaries of specific matters or issues affecting their schemes and investments, especially actual or potential problems. Ensure that client deadlines, all internally agreed key performance indicators, service standards and regulatory reporting requirements are met. Fulfil any other reasonable requirements of the department or Curtis Banks Proactively identify risk within the department and escalates concerns to Team Manager. Skills and Experience A sound and proven experience within pension benefits administration. A full operating knowledge of the key administration and support software that is central to the role within the business. Fully understands the data conformance needs of each system and where key data is mastered. Able to demonstrate exceptional information security control. Ability to demonstrate the ability to identify data anomalies and issues and correct them at source or seek guidance as appropriate. Demonstrates knowledge of our commercial market place and where the Company sits within it. Working for Curtis Banks has never been so rewarding… Everyone receives a generous salary, 26 days holiday and the opportunity to take part in our fantastic Sharesave Scheme. Amazing Pension contributions from the business of 8% Benefits scheme that includes discounts from shops, gyms etc. Cycle to Work scheme and many more…