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Date Added: TODAY

Wealth Management Administrator

Bristol, UK
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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.

Apply Now