Overview
Administrator - Wealth & Investment Operations | Location: Bath (3 days onsite, 2 days WFH) | Salary: £25,000 to £29,000 DOE | Type: 12 Month Fixed Term Contract
Responsibilities
* Support adviser firms with accurate documentation and client onboarding in a high-volume environment.
* Manage corporate actions, distributions, cash interest, and liaise with fund managers and auditors.
* Support trade execution, contract processing, and transaction reporting with accuracy and compliance.
* Handle client money reconciliations, regulatory compliance including CASS, and payment processing.
* Deliver detailed remediation support and ensure transactional accuracy across client portfolios.
Qualifications
* Experience in one or more of the following:
o Responding to customer and internal emails within financial services
o Reconciling customer accounts on wealth/investment platforms
o Processing deals on wealth/investment platforms
o Using Excel to analyse corporate structures and process information
o Supporting wealth/investment customer portfolio remediation
Why 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 Bath
If you are detail-focused, organised, and ready to make a meaningful impact in a fast-growing financial ecosystem, apply now for confidential consideration.
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