Join a prestigious national investment management organisation with a long-standing reputation for excellence and client-centric service. Operating as one of the largest wealth and investment companies in the UK, the firm’s Bristol office offers a collaborative, high-performing environment and the opportunity to work closely with experienced Investment Managers. This is a key administrative support role within the investment management team. The successful candidate will work closely with a group of highly successful Investment Managers, becoming a vital point of contact for clients and ensuring the smooth delivery of service. This is a fantastic opportunity for an individual seeking to grow their career within a respected investment firm.
Provide comprehensive administrative support to Investment Managers
Maintain accurate client records and ensure compliance with internal procedures and regulatory standards
Support transactions such as cash transfers, FX trades, and balance monitoring
Proactively manage pipelines, new account setup, and AML documentation
transfers, corporate actions, static data changes)
Promote the use of digital tools and portals among clients
Identify and report risks, breaches, or operational issues
Previous experience in financial services, ideally in an investment or wealth management setting
Candidates with previous experience in investment administration
Individuals from wider financial services looking to transition into investment management
Graduates with a relevant degree (e.g., Investments, Economics, Finance, Mathematics) who are local to the Bristol area
Excellent company benefits including private medical insurance, pension & death in service
Hybrid working model
First-class training and ongoing support
Career progression within one of the UK’s most respected Wealth & Investment firms