Investment Administrator - Hybrid Working

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.
• Ability to manage multiple tasks and prioritise effectively in a fast‑paced environment.
• Candidates from investment administration or wider financial services transitioning to investment management.

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.
• 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 (transfers, corporate actions, static data changes).
• Promote the use of digital tools and portals among clients.
• Identify and report risks, breaches, or operational issues.

Skills

Client service ethos

Organisational skills

Communication skills

Problem-solving skills

Attention to detail

Initiative

Financial services experience

Education

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

Economics

Finance

Mathematics

Job description

Investment Administrator - Hybrid Working

Location: City of Bristol, England, United Kingdom

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
• Ability to manage multiple tasks and prioritise effectively in a fast‑paced environment
• Confidence using judgment and initiative in a professional setting
• 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
• Excellent company benefits including private medical insurance, pension & death in service
• First‑class training and ongoing support
• Career progression within one of the UK’s most respected Wealth & Investment firms

Seniority level

Associate

Employment type

Full‑time

Job function

Finance and Sales

Industry

Investment Management