Investment Administrator

Pertemps; Bristol; Hybrid; GBP 24,000; Full time

Job summary

A leading financial services firm is looking for an Investment Administrator in Bristol. This full-time role offers a salary of up to £24,000 per annum and involves ensuring the smooth daily running of client accounts. Candidates should be detail-oriented and proactive, with strong communication skills. Benefits include a performance-related bonus, a pension scheme, and generous leave policies, with a hybrid working option available after six months.

Benefits

Performance-related annual bonus

Outstanding pension scheme

Group Life Assurance

BUPA Private Medical cover

25 days’ annual leave

Cycle to Work Scheme

Qualifications

• 6–12 months’ experience in an admin-focused role is ideal.
• Awareness of ISA and SIPP regulations.
• Experience within a platform or investment operations environment is advantageous.

Responsibilities

• Process transfers and client instructions accurately.
• Liaise with advisers and fund managers.
• Support other operations teams when needed.
• Highlight opportunities to improve processes.
• Help refine internal systems and tools.
• Resolve issues collaboratively to deliver outcomes.

Skills

Calm under pressure

Clear communicator

Highly organized

Proactive

Strong problem-solving skills

Good working knowledge of Microsoft Office

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.

• 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