ADMINISTRATIVE OCCUPATIONS

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.

Your work will include:

• 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

A generous package is offered once probation is passed, including:

• 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