Job Description
Investment Administration Associate - Entry Level Full Training & Career Pathway Bristol City Centre
Location: Stunning Bristol City Centre officeSalary: Competitive + annual salary incrementsHybrid Working: After 3 months - 2 days from homeBenefits: Excellent package + guaranteed professional developmentCareer Pathway: Structured training, clear progression, ongoing qualifications support
Start Your Financial Services Career With Purpose, Progression & Outstanding Support
Looking to take your first step into financial services? Want a role where you'll be supported, trained, and developed from day one? This is the perfect chance to build a long-term career in an award-winning environment known for investing heavily in its people.
We're looking for an enthusiastic Investment Administration Associate to join a growing Client Administration team in the heart of Bristol. You'll be part of a friendly, collaborative Operations department where everyone works together to deliver exceptional service to advisers and clients.
This is an amazing opportunity for someone eager to learn, build valuable skills, and be part of a team that celebrates development and progression.
What You'll Do
As an Investment Administration Associate, you'll make sure the day-to-day running of client investment accounts is accurate, smooth, and efficient. Every day is different, but typical responsibilities include:
- Processing client requests and queries quickly and accurately
- Supporting advisers to ensure information is correct first time, every time
- Helping onboard new clients by processing new business applications
- Handling incoming and outgoing post and emails
- Managing client data updates, withdrawals, direct debits, and power of attorney paperwork
- Liaising with third parties and financial advisers
- Supporting internal teams with process improvements
- Helping develop and test improvements to systems and tools
You will receive full training, ongoing coaching, and the chance to rotate across different areas of Operations to broaden your experience.
Why This Team Is a Great Place to Build Your Career
- Three-month structured training plan
- Guaranteed salary increments as you progress
- Hybrid working after probation (2 days WFH)
- A stunning, modern office in Bristol city centre
- A supportive team where everyone is cross-trained
- A culture that values new ideas, collaboration, and continuous improvement
- Real opportunities to progress into specialist operations, investment support, technical admin, or leadership
This role is ideal for someone proactive, motivated, and excited about developing a long-term career in financial services.
What We're Looking For
Essential Skills
- Good written and telephone communication
- Ability to work under pressure and meet deadlines
- Strong organisation and accuracy
- Positive, "can-do" attitude
- Problem-solving mindset
- Confident using Microsoft Office (especially Excel)
- Collaborative, energetic, and proactive
Desirable (But Not Essential)
- 6-12 months administrative experience
- Understanding of ISAs or SIPPs
- Experience working within a financial platform or regulated environment
- Awareness of FCA or CASS rules
No industry experience? No problem!If you're motivated, detail-focused, and ready to learn, we'll provide everything you need to succeed.
