Investment Administration Manager
Job in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-10-01
Listing for:
Flair for Recruitment
Contract
position Listed on 2026-10-01
Job specializations:
-
Management
Business Administration, Operations Management, Regulatory Compliance Specialist
Job Description & How to Apply Below
Key Responsibilities:
Lead and manage a team of 5 Investment Assistants, providing coaching, mentoring, training, performance management and ongoing development Deliver high-quality operational support to Investment Managers and Brokers, ensuring efficient day-to-day administration and providing overflow cover where required Support client servicing and onboarding, including pre-meeting preparation, new client paperwork, valuations, performance reporting, applications, transfers and suitability documentation Monitor team performance and processes, producing MI and regular reporting, setting team objectives, identifying improvements and ensuring work is completed efficiently and to a high standard Collaborate across the business, working with Business Managers, Operations and other teams to resolve issues, improve processes and ensure effective communication Ensure regulatory and process compliance, including FCA, CASS, AML and GDPR requirements, while supporting projects and contributing to wider business initiatives About You Previous team leader or management experience
Experience with in Wealth Management (or similar) Friendly, confident and assertive with excellent interpersonal skills Strong communication and customer service skills Excellent administration skills with high accuracy and attention to detail Reliable and flexible, with previous experience in a busy department desirable Good knowledge of Word, Excel and Outlook, with a willingness to learn new systems and processes If this sounds like you, Apply Today!
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×