Administrator (Financial Services)

Job description

Senior Administrator

Bristol (Office-based | Hybrid considered)

£27,000–£31,000 | 35 hours per week | Permanent

A well-established wealth management firm is looking for a Senior Administrator to join its growing operations team in Bristol.

This is far more than a standard admin role, it’s a key position supporting advisers, clients and senior leadership within a professional, client-focused environment.

The Role

• Processing investment transactions (trades, income, corporate actions & cash movements)
• Carrying out reconciliations across internal systems and custodians
• Preparing monthly, quarterly and annual client reports
• Supporting senior management with reporting and operational oversight
• Acting as a mentor and quality checker for junior team members
• Contributing to process improvements and operational efficiency

Full training will be provided, but you’ll be trusted to take ownership and work independently once established.

What You’ll Bring

• 3+ years’ experience in an administrative or operations role (wealth management / financial services preferred)
• Excellent attention to detail and accuracy
• Strong organisational and communication skills
• Confidence handling data, reporting and client instructions
• Industry qualifications (or working towards) desirable

What’s On Offer

✔ Bristol city centre location with excellent transport links

✔ 25 days holiday + bank holidays

✔ Additional leave between Christmas & New Year

✔ Company pension scheme

✔ Group life cover (4x salary)

✔ Emergency fund support

✔ Supportive, professional team environment

If you’re looking for a structured role within a respected wealth management firm, where quality and client service genuinely matter, this could be an excellent next step.

Apply now or message for a confidential chat.

Extra information

Status

Open

Education Level

Secondary School

Location

City Of Bristol

Type of Contract

Full-time jobs

Published at

18-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English