Investment Administrator - Hybrid Working

ZipRecruiter; Bristol; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Join a prestigious investment management firm in Bristol as an administrative support role. Work closely with experienced Investment Managers, ensuring smooth service delivery and building client relationships. Ideal for those looking to grow in a respected firm with excellent benefits.

Benefits

Private Medical Insurance

Pension

Death in Service

First-Class Training

Ongoing Support

Career Progression

Qualifications

• Previous experience in financial services, ideally in investment or wealth management.
• Strong client service ethos with a proactive and detail-oriented approach.

Responsibilities

• Provide comprehensive administrative support to Investment Managers.
• Build and maintain strong client relationships.
• Prepare client meeting packs, valuations, and documentation.

Skills

Client Service

Organisational Skills

Communication

Problem Solving

Education

Relevant Degree

Job description

Job Description

Join a prestigious 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.

Role Overview:

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.

Key Responsibilities:

• Provide comprehensive administrative support to Investment Managers
• Build and maintain strong client relationships, acting as a consistent point of contact
• Maintain accurate client records and ensure compliance with internal procedures and regulatory standards
• Prepare client meeting packs, valuations, and documentation
• Assist with the preparation of new business pitches and presentations
• Support transactions such as cash transfers, FX trades, and balance monitoring
• Proactively manage pipelines, new account setup, and AML documentation
• Liaise with internal teams to ensure operational support (e.g., transfers, corporate actions, static data changes)
• Promote the use of digital tools and portals among clients
• Identify and report risks, breaches, or operational issues

Key Requirements:

• Previous experience in financial services, ideally in an investment or wealth management setting
• Strong client service ethos with a proactive and detail-oriented approach
• Excellent organisational, communication, and problem-solving skills
• Able to manage multiple tasks and prioritise effectively in a fast-paced environment
• Confident using judgment and initiative in a professional setting

Desirable Backgrounds:

• 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

Benefits:

• 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