Investment Administrator - Bristol

About The Business · Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly per ...

Join a prestigious national investment management organisation with a long-standing reputation for excellence and client-centric service. · ...

We are recruiting for an Investment Administrator to join our growing team at Quilter Cheviot. The individual will report to the Head of Office and will work closely with our senior administrator, supporting investment managers and the wider Bristol team. · • Provide effective an ...

An established Financial Planning firm is looking to hire a Client Services Administrator to support its pensions and investments team. · ...

An established Financial Planning firm in Bristol is looking to hire a Client Services Administrator to support its pensions and investments team. · ...

We are seeking an ambitious individual to join our Financial Planning team in Bristol as a Client Administrator. · Providing full administrative support to Financial Planners. · ...

We're seeking an ambitious individual to join our Financial Planning team in Bristol. As a Client Administrator, you will be responsible for providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and sleek client ...

We're seeking an ambitious individual to join our Financial Planning team in Bristol, · you will be responsible for providing full administrative support to Financial Planners, · as well as building relationships with clients to deliver a positive and sleek client experience. · T ...

We are seeking an experienced SSAS Manager to join our team on a contract basis via umbrella payroll company. As the Interim SSAS Manager,your duties will cover a wide array of tasks including allocating daily post to the team, dealing with aspects of SSAS administration and prov ...

We are seeking an ambitious individual to join our Financial Planning team in Bristol. You will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive client experience. · To work closely with the aligned Financial Pla ...

We are seeking an experienced SSAS Manager to join our team on a contractor basis via umbrella payroll company. · Allocating all daily post to the team and logging this on a daily basis. · Dealing with all aspects of SSAS administration including new business requests, retirement ...

We are looking for a hard-working, diligent and ambitious individual to join our Operations team as we continue to grow and prepare for the next phase of the business. · This role suits someone who enjoys solving problems, has excellent attention to detail and is confident workin ...

Fram is working with a well-established pension services firm that is continuing to expand its SIPP administration team. The business is looking to engage with an experienced SIPP Pensions Administrator to support a growing portfolio of clients within a structured and collaborati ...

+A well-established and growing wealth management firm is seeking an experienced New Business Administrator to join its financial planning team. · +Processing new business applications across pensions, investments and protection · Issuing simple suitability letters and client do ...

Hartley pensions are looking for an Interim Senior Technical Specialist to support them in the investigation and reconciliation of clients' SIPP accounts holding toxic or impaired assets, · to enable them to transfer out to a new UK based provider. · ...

+Job summary · Logiq is seeking a proactive and organised Commercial Support Administrator to provide essential administrative and coordination support to the Commercial Manager.This role is designed to enable the Commercial Manager to focus on strategic and high-level activities ...

We are looking for an Assistant Portfolio Manager to join our Wealth Management division known as Cazenove Capital. Someone who is passionate about delivering excellent client service and investment management for our clients. · We want someone who can work alongside our Portfoli ...

A unique and rewarding opportunity has arisen for an experienced pensions professional to take on a senior interim role during a pivotal period of transition. · ...

Beach Baker is working exclusively on a confidential interim appointment with a well‑established and highly respected property consultancy operating across the South West and wider UK. · ...

Hartley Pensions are looking for experienced pension administrators to support them in an important transitional phase for the business. · To administer a set case load of client SIPPs based on the relevant book of business. · Provide regular updates to clients, IFAs and relevant ...