Wealth Investment Administrator | Hybrid Bristol

Quilter Investors Limited; Bristol; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm in Bristol is looking for an Investment Administrator to provide essential administrative support to investment managers and the team. The role requires a strong focus on client account administration, ensuring high-quality service and relationship building. Candidates should have excellent communication skills, attention to detail, and experience in banking or investment management is a plus. This is a permanent, full-time position with hybrid working options.

Benefits

182 hours of holiday (26 days)

Non-contributory pension scheme

Private medical insurance

Life assurance 4x salary

Healthcare cash plan

Qualifications

• Experience in administrative support within banking or investment management is desirable.
• Ability to work independently while collaborating with the team.
• Interest in financial services is preferred.

Responsibilities

• Administer client accounts and open new accounts.
• Prepare client suitability letters and investment proposals.
• Assist investment managers in meeting preparations.

Skills

Client relationship management

Attention to detail

Excellent communication skills

Independent working

Tools

Microsoft Office

Job description

A leading wealth management firm in Bristol is looking for an Investment Administrator to provide essential administrative support to investment managers and the team. The role requires a strong focus on client account administration, ensuring high-quality service and relationship building. Candidates should have excellent communication skills, attention to detail, and experience in banking or investment management is a plus. This is a permanent, full-time position with hybrid working options.