Wealth Management Administrator

Senior Administrator

Bristol (Office-based Hybrid considered)

£27,000-£31, 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.