Investment Administrator — Client Relations (Hybrid, Bristol)

mbf; Bristol; Hybrid; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Private medical insurance

Pension

Death in service benefits

First-class training

Career progression opportunities

Job summary

A respected investment firm in Bristol is seeking an Investment Administrator to provide key administrative support to Investment Managers. The role includes building client relationships, maintaining records, and assisting with transactions. Candidates should have experience in financial services and a relevant degree, with a strong client service ethos and excellent organizational skills. This full-time role offers fantastic career progression, training, and company benefits including private medical insurance.

Qualifications

• Previous experience in financial services, ideally in investment or wealth management.
• Ability to manage multiple tasks in a fast-paced environment.
• Confidence using judgment in a professional setting.

Responsibilities

• Provide comprehensive administrative support to Investment Managers.
• Build and maintain strong client relationships.
• Maintain accurate client records and ensure compliance.
• Prepare documentation and client meeting packs.
• Support transactions like cash transfers and FX trades.

Skills

Client service ethos

Organisational skills

Communication skills

Problem-solving skills

Attention to detail

Education

Relevant degree (e.g., Investments, Economics, Finance, Mathematics)

Job description

A respected investment firm in Bristol is seeking an Investment Administrator to provide key administrative support to Investment Managers. The role includes building client relationships, maintaining records, and assisting with transactions. Candidates should have experience in financial services and a relevant degree, with a strong client service ethos and excellent organizational skills. This full-time role offers fantastic career progression, training, and company benefits including private medical insurance.