ADMINISTRATIVE OCCUPATIONS

Pertemps Bristol Commercial; Bristol; On-site; GBP 24,000; Full time

Job summary

A leading financial services firm is seeking an Investment Administrator in Bristol to help manage client accounts, ensuring accurate and timely processing of transfers and other related tasks. The ideal candidate will be highly organized, with strong communication skills and good knowledge of Microsoft Office, especially Excel. The position offers full systems training, a competitive salary, and a range of benefits including an annual performance bonus and a great pension scheme.

Benefits

Performance-related annual bonus

Outstanding pension scheme

BUPA Private Medical cover

25 days' annual leave plus options

Employee Assistance Programme

Qualifications

• 6-12 months' experience in an admin-focused role is desirable.
• Awareness of ISA and SIPP regulations is beneficial.

Responsibilities

• Process transfers and client instructions accurately.
• Liaise with advisers and fund managers.
• Support other Operations teams as needed.
• Identify opportunities to improve processes.

Skills

Calm under pressure

Clear communicator

Highly organised

Proactive

Strong problem-solving skills

Good knowledge of Microsoft Office

Tools

Microsoft Excel

Job description

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

• 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