Administrator (Financial Services)

28 Days Old

Job Description

Senior Administrator

Bristol (Office-based | Hybrid considered)

£27,000–£31,000 | 35 hours per week | Permanent


A well-established wealth management firm is looking for a Senior Administrator to join its growing operations team in Bristol.


This is far more than a standard admin role, it’s a key position supporting advisers, clients and senior leadership within a professional, client-focused environment.


The Role

  • Processing investment transactions (trades, income, corporate actions & cash movements)
  • Carrying out reconciliations across internal systems and custodians
  • Preparing monthly, quarterly and annual client reports
  • Supporting senior management with reporting and operational oversight
  • Acting as a mentor and quality checker for junior team members
  • Contributing to process improvements and operational efficiency


Full training will be provided, but you’ll be trusted to take ownership and work independently once established.


What You’ll Bring

  • 3+ years’ experience in an administrative or operations role (wealth management / financial services preferred)
  • Excellent attention to detail and accuracy
  • Strong organisational and communication skills
  • Confidence handling data, reporting and client instructions
  • Industry qualifications (or working towards) desirable


What’s On Offer

✔ Bristol city centre location with excellent transport links

✔ 25 days holiday + bank holidays

✔ Additional leave between Christmas & New Year

✔ Company pension scheme

✔ Group life cover (4x salary)

✔ Emergency fund support

✔ Supportive, professional team environment


If you’re looking for a structured role within a respected wealth management firm, where quality and client service genuinely matter, this could be an excellent next step.


Apply now or message for a confidential chat.

Apply
Location:
City Of Bristol
Job Type:
FullTime
Category:
Finance And Insurance

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