Bristol
Senior Administrator – Intermediaries
Cardiff | Hybrid | Up to £45,000
An exciting opportunity to join a growing Wealth & Investment business in a Senior Administrator role supporting the Intermediaries Office. This position plays a key role in delivering operational efficiency, supporting change initiatives, and improving processes across the business.
Key Responsibilities
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Oversee monthly portfolio rebalancing and ensure smooth operational processes.
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Actively manage team inboxes, engaging with both internal and external stakeholders.
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Support onboarding of intermediary firms in line with CDD and AML standards.
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Collaborate with internal teams including IT, Finance, Ops, and Business Management.
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Contribute to and represent the team in governance meetings, forums, and change projects.
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Drive continuous improvement initiatives within the team.
Required Experience
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Background in investment management, wealth management, or banking.
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Strong understanding of client due diligence (CDD) and front office operations.
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Good knowledge of investment/fund management.
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Confident communicator with strong stakeholder management skills.
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Numerate with ability to produce relevant management information (MI).
Desirable
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Degree-qualified.
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Detail-oriented and highly organised.
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Comfortable managing multiple priorities in a fast-paced environment.
What’s on Offer
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Up to £45,000 salary depending on experience.
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Flexible hybrid working.
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Opportunity to work in a collaborative, high-performing environment.
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Strong focus on personal development and internal progression.