Wealth Management Administrator
other jobs Cap Resourcing Ltd Job
Added before 4 hours
- England,South West,Bristol
- Full Time, Permanent
- £27,000 - £31,000 per annum
Job Description:
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.
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.
Job number 3424708
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