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.