Investment Administrator
Central Bristol – Up to £24,000 per annum.
A leading financial services firm is seeking a motivated and detail-oriented Investment Administrator to join their team.
This is a brilliant opportunity for someone who wants to build experience in financial services, develop new skills, and play a part in delivering first-class client outcomes.
Full systems training is provided.
Progression is available!
Full time Monday - Friday 35 hours per week. (Two days hybrid is offered after 6 months)
About the Role:
You’ll be part of a busy, hands-on team that ensures the smooth daily running of client accounts. From processing transfer requests to collaborating with advisers and colleagues, you’ll help keep everything accurate, timely, and well-coordinated.
Your work will include:
Processing transfers and client instructions with a focus on accuracy and same-day turnaround
Liaising with advisers, fund managers, and other providers to keep transfers moving
Supporting other Operations teams when needed
Highlighting opportunities to improve processes and service quality
Helping test or refine internal systems and tools
Working collaboratively to resolve issues and deliver the right outcome first time
Essential Skills
Calm under pressure and able to manage a busy workflow
Confident and clear communicator (written and verbal)
Highly organised, accurate, and efficient
Proactive, collaborative, and adaptable
Strong problem-solving skills with a positive, “let’s sort this” mindset
Ability to challenge existing processes in a constructive way
Good working knowledge of Microsoft Office, especially Excel
Desirable Skills
6–12 months’ experience in an admin-focused role (ideally)
Awareness of ISA and SIPP regulations
Experience within a platform or investment operations environment (advantageous but not essential)
Working Hours & Conditions:
35 hours per week, Monday to Friday (typically 9am–5pm)
Background checks will be required (identity, criminal records, financial)
Employee Benefits
A generous package is offered once probation is passed, including:
Performance-related annual bonus
Outstanding pension scheme
Group Life Assurance
Group Income Protection (75% of salary after 26 weeks)
Season Ticket Loan for travel and parking
Cycle to Work Scheme (save 25 - 39% on a bike)
Electric Car Scheme via salary sacrifice
Professional Membership Fees (up to two reimbursed per year)
Zero-charge staff investment accounts for you and your family
BUPA Private Medical cover for you and your dependants
Wellbeing Subsidy (50% up to £50/month on fitness activities)
Low-cost workplace therapies (Indian head massage, reflexology)
Employee Assistance Programme
Flu jab reimbursement (up to £20)
Eye test reimbursement
25 days’ annual leave plus the option to buy or carry over up to 5 days
3 days paid Volunteer Leave
Competitive family leave policies (26 weeks paid maternity, 4 weeks paid paternity, shared parental leave up to 50 weeks)
Learning & Development Leave (up to 5 days per qualification)
Regular team socials plus summer and Christmas parties
Discounts on Microsoft products through the Home Use Programme