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- Tasks: Support client onboarding, investment processing, and ensure regulatory compliance in a dynamic financial environment.
- Company: Join a leading FCA-authorised financial services provider with a collaborative culture.
- Benefits: Competitive salary, ongoing training, hybrid working, and clear career progression.
- Why this job: Make a meaningful impact in a fast-growing financial ecosystem while developing your skills.
- Qualifications: Detail-oriented, organised, with experience in financial services or customer support.
- Other info: Be part of a supportive team and contribute to a climate action initiative.
The predicted salary is between 25000 - 29000 £ per year.
Administrator – Wealth & Investment Operations Location: Bath (3 days onsite, 2 days WFH) Salary: £25,000 to £29,000 DOE Type: 12 Month Fixed Term Contracts Are you organised, detail-focused, and looking to grow your career within financial services? Our client, a leading FCA-authorised financial services provider, is recruiting multiple administrator roles across their expanding Customer and Investment Operations teams in Bath. These vital positions support critical operational and regulatory functions, ensuring smooth processing and excellent service delivery for a major financial services platform. You\’ll be part of collaborative teams responsible for client onboarding, investment processing, reconciliations, and remediation activities. Depending on your skills and experience, your responsibilities may include: Supporting adviser firms with accurate documentation and client onboarding in a high-volume environment. Managing corporate actions, distributions, cash interest, and liaison with fund managers and auditors. Supporting trade execution, contract processing, and transaction reporting with accuracy and compliance. Handling client money reconciliations, regulatory compliance including CASS, and payment processing. Delivering detailed remediation support and ensuring transactional accuracy across client portfolios. We\’re looking for candidates with experience in one or more of the following: Responding to customer and internal emails within financial services Reconciling customer accounts on wealth/investment platforms Processing deals on wealth/investment platforms Using Excel to analyse corporate structures and process information Supporting wealth/investment customer portfolio remediationWhy Apply? Opportunity to join a growing, FCA-regulated financial services organisation renowned for excellent service Competitive salary with benefits and ongoing training/support Supportive and collaborative team culture with clear career progression pathways Hybrid working with excellent local facilities in BathIf you are detail-focused, organised, and ready to make a meaningful impact in a fast-growing financial ecosystem, apply now for confidential consideration. Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn\’t right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy
Administrator (Wealth & Investments) employer: Deerfoot Recruitment Solutions Limited
Contact Detail:
Deerfoot Recruitment Solutions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator (Wealth & Investments)
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those working in wealth and investment operations. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their operations and be ready to discuss how your skills align with their needs. We want you to shine!
✨Tip Number 3
Practice common interview questions related to administration and financial services. Think about scenarios where you've demonstrated attention to detail and organisation – these are key in this role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for detail-focused candidates like you!
We think you need these skills to ace Administrator (Wealth & Investments)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrator role in Wealth & Investments. Highlight relevant experience, especially in financial services, and showcase your organisational skills. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with what we're looking for. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In the financial services world, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that shine through!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s super easy, and you’ll be one step closer to joining our collaborative team in Bath. Don’t miss out!
How to prepare for a job interview at Deerfoot Recruitment Solutions Limited
✨Know Your Stuff
Make sure you understand the basics of wealth and investment operations. Brush up on key terms like client onboarding, reconciliations, and regulatory compliance. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since the role requires a detail-focused approach, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your organisational prowess.
✨Excel is Your Friend
Familiarise yourself with Excel functions that are relevant to the job, such as VLOOKUP, pivot tables, and data analysis tools. If you can demonstrate your proficiency during the interview, it’ll set you apart from other candidates who may not be as comfortable with these tools.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within the organisation. This shows that you’re not just interested in the job, but also in how you can contribute to and grow with the company.
