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Join a prestigious national 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
