An established wealth management firm in Bristol is looking to appoint a Senior Administrator to support advisers, clients and senior management across day-to-day operations and client servicing.
This position would suit an experienced financial services administrator looking to step into a broader role with increased responsibility and exposure.
Key Responsibilities:
Processing investment and client instructions
Maintaining accurate client and portfolio records
Preparing client valuations and reports
Supporting advisers and senior management
Assisting with reconciliations and operational processes
Mentoring junior team members
Supporting improvements across administration processes
Requirements:
Strong organisational and communication skills
High attention to detail
Ability to manage workloads independently
Progress towards industry qualifications beneficial
The business offers a supportive environment, long-term development opportunities and an office in a central Bristol location with hybrid flexibility.
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