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Permanent

Wealth Management Administrator

Bristol
money-bag 27000.00-27000.00 Annual
3085444316
Posted Yesterday

Senior AdministratorBristol (Office-based Hybrid considered)£27,000-£31, hours per week PermanentA 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 RoleProcessing investment transactions (trades, income, corporate actions and 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 Bring3+ 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 and New Year Company pension scheme Group life cover (4x salary) Emergency fund support Support

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