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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