Company: CAP RESOURCING LTD
Job Type: Permanent, FullTime
Salary: £27,000 - £31,000 per annum
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.