Custody Management Administrator - #1672135

About the Role

This opportunity within our Custody Management team offers a chance to be directly involved in helping us deliver our award-winning client-centred service.

When a client wishes to transfer stocks from one portfolio to another, Custody Management Administrators play a vital role in ensuring that everything is allocated correctly to their accounts.

This will involve checking and processing records on multiple bespoke systems and spreadsheets and ensuring all actions are completed within our agreed deadlines.

You will be also completing a variety of checks and reconciliations that must be completed on both a regular and ad hoc 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

• Previous administrative experience, ideally within financial services or another regulated industry.
• Excellent attention to detail.
• Ability to organise, plan, coordinate, communicate and escalate tasks based on provided priorities.
• Excellent time management and organisational skills.
• Proactive and thorough approach to dealing with workload.
• Self-starter who is comfortable working without supervision and as part of a team.
• Willingness to learn new processes and systems.
• Confident user of IT systems, particularly Microsoft Excel.

We would particularly welcome applications from candidates who

• are interested in or are already completing the CISI Level 3 Investment Operations Certificate.
• have previous experience within a Transfers or Custody Management team – particularly any international transfers experience.

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 processing and tasks.

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 are

At 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 core values are at the heart of everything we do:

We are always continuing to improve our employee benefits to support our employees’ lifestyles, provide more flexibility and to reward and recognise excellence. 

Travel Loans and Cycle to Work

Are you interested in this role?  
Yes? That’s great! Find out more about our application process below and what to expect after applying.  

We 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.  

If 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.  

Documents

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