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