Client Cash Management Administrator

Redmayne Bentley

  • Leeds
  • £25,000-27,000 per year
  • Permanent
  • Full-time
  • 14 hours ago
About the RoleHours per Week37.5Work Pattern8.30am - 5.00pmClient FacingNoSeniorityEntry-LevelAdministrators within our Client Cash Management team play a vital role in our aims to provide excellent client service, handling all client cash enquiries.Simply put, our Administrators are responsible for processing any cash transactions required for our clients, which could include:
  • Deposits or withdrawals from ISAs or Junior ISAs
  • Sending or receiving cash payments resulting from share purchases or sales.
  • Processing payments of fees or other monies resulting from transactions.
This will involve checking records on multiple bespoke systems against what is recorded in our client cash accounts and escalating any discrepancies to the relevant department.You will be completing a variety of checks and reports that must be completed on a daily, weekly, and monthly basis with specific deadlines.This is not a client-facing role, your main contact will be with other department colleagues for any possible queries.Further specific details about the role can be found in the job description attached to this advert.What we're looking for
  • Strong numeracy skills.
  • Confident user of IT systems, particularly Microsoft Excel.
  • High level of attention to detail.
  • Consistent and accurate administrative skills.
  • Confident ability to identify discrepancies and highlight these to relevant departments.
  • Excellent time management skills.
What does the future look like?Once you are settled into the role, you will begin to take on more responsibility within the team, including taking on more complex transactions and reporting.Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do.Typically, our administrators would start on the Level 3 Investment Operations Certificate, which provides them with a deep understanding of our industry, FCA regulations and how our firm operates. This can then act as a pathway to further qualifications, such as the Level 4 Investment Advice Diploma.Who we areAt Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients' wealth.It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities.As one of the UK's largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.Our future looks more exciting than ever, come and share it with us.Our ValuesOur core values are at the heart of everything we do:Our BenefitsWe are always continuing to improve our employee benefits to support our employees' lifestyles, provide more flexibility and to reward and recognise excellence.Pension
SchemePrivate
Medical InsuranceEmployee Assistance ProgrammeTravel Loans and Cycle to WorkReward and Recognition SchemesHybrid
WorkingGroup Life AssuranceGenerous Family Leave EntitlementsAre you interested in this role?
Yes? That's great! Find out more about our application process below and what to expect after applying.ApplyApplying is easy! All you need to do is enter your email address and click the 'Apply Now' button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV.Sit TightWe review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next steps. In the meantime, find out more about us and our teams using the headers at the top or following us on social media.Come and Meet UsIf you are successful in being shortlisted, we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.

Redmayne Bentley