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Wealth management administrator

Bristol (City of Bristol)
Cap Resourcing Ltd
Wealth management administrator
Posted: 17 March
Offer description

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.

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