Wealth management Work, Jobs in Bristol, Eng (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
7d
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
Senior Consultant: Project Controls / Planning
i3Works —Bristol
- £45,000 - £65,000 a year
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
IT Service Desk Analyst
Office for Students —Bristol
- £29,187 a year
- Full-time
- Hybrid work
- Customer service
- Windows
- Microsoft Office
Business Analyst
Equisoft —Bath
- Up to £55,000 a year
- Full-time
- Hybrid work
- SQL
- Financial services
- SDLC
- Life insurance
4d
Sr. Accountant
The Alacer Group —Bristol
- £60,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Spanish
Quick apply
5d
Junior Business Analyst
Equisoft —Bath
- Up to £35,000 a year
- Full-time
- Hybrid work
- SQL
- APIs
- Financial services
- Life insurance
5h
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Microsoft Office
- Organisational skills
- Front desk
9d
International Market Lead, Middle East
National Westminster Bank PLC —Bristol
- £50,480 - £75,720 a year
- Full-time
- Hybrid work
- Travel
- Banking
- Annual leave
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
- Banking
Wealth Paraplanner
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
8d
Senior / Principal Consultant - Service Management
i3Works —Bristol
- From £65,000 a year
- Hybrid work
- IT
- Communication skills
- Annual leave
- Life insurance
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Senior User Researcher
Serco Group —Bristol
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- IT
- Employee assistance programme
- Employee discount
13d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
6d
Group Paralegal & Governance Assistant - 6 Month Fixed Term Contract
Wealthtime —Bath
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
4d
Senior Consultant/Manager, Internal Audit and Change (Financial Services), Technology & Transformation - Bristol
Deloitte —Bristol
- Hybrid work
- Team management
- No degree
- Financial services
Senior - Principal Consultant - Change Management
i3Works —Bristol
- £50,000 - £80,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Life insurance
Private Wealth Legal Executive
Osborne Clarke —Bristol
- Full-time
- Microsoft Outlook
- Administrative experience
Senior - Principal Consultant: P3M / Project Management
i3Works —Bristol
- £50,000 - £80,000 a year
- Hybrid work
- Business development
- Agile
- Annual leave
- Life insurance

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Wealth Management Administrator

RGH‑Global Limited
Bath

Apply Now

Job details

Permanent | Full-time
£27,000 - £31,000 a year
7 days ago

Benefits

Annual leave
Company pension

Qualifications

Microsoft Word
Financial planning
Pension
Organisational skills
Financial services
Communication skills

Full job description

Wealth Management Administrator

Hours: Monday-Friday, 9am-5pm (37.5 hours, no home working)
Salary: £27,000-£31,000 DOE + discretionary quarterly bonus
Type: Permanent, Full-Time, Office based

Overview

A respected financial planning practice is looking for an experienced Wealth Management Administrator to join their growing support team. This role is ideal for someone with strong technical knowledge in financial services who enjoys providing exceptional client care and efficient administrative support.

You will be joining a friendly and collaborative office where professional development is encouraged. The firm places real focus on training, offering structured onboarding and opportunities to build on your technical skill set.

What You’ll Be Doing

You will work closely with the wider service and technical teams, receiving structured training during the first three months to gain a full understanding of internal processes.

Typical responsibilities include:

Acting as a point of contact for clients and product providers
Gathering and organising policy information
Processing new business
Supporting annual review preparation
Preparing client information for adviser and paraplanner meetings
Using financial software (training provided) to produce investment summaries and reports
General administrative duties to support the smooth running of the department

Requirements

Candidates should be confident, well-presented, and capable of communicating professionally with both clients and product providers. Experience within financial planning or a related financial services environment is essential.

Essential:

Experience in administration within financial services, e.g. w
orking within an IFA practice
Technical administration within pensions, investments or insurance
Strong understanding of financial products and processes
Excellent written and verbal communication skills
High attention to detail and accuracy
Strong organisational skills and ability to prioritise
Professional, reliable and positive attitude
Confident using MS Word and Excel
Ability to maintain confidentiality and work well within a team

Desirable:

RO1, CF1, FA1 or equivalent qualifications (or relevant experience)

Benefits

Quarterly bonus scheme
5% pension contribution
23 days holiday + bank holidays (additional days awarded with service)
Option to buy or sell annual leave
Group life cover
Group income protection
Support for industry exams and ongoing professional development
Regular training refreshers and progression pathways
Wellbeing package including GP access, Mental Health support and Physiotherapy.

Apply Now

Refine Your Search

wealth management jobs in bristol, eng

Wealth Management Administrator

Digital Transformation Consultants

Senior Consultant: Project Controls / Planning

IT Service Desk Analyst

Business Analyst

Sr. Accountant

Junior Business Analyst

Private Banking - Private Banking Executive

International Market Lead, Middle East

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Wealth Paraplanner

Senior / Principal Consultant - Service Management

Client Services Executive

Senior User Researcher

Client Services Supervisor

Group Paralegal & Governance Assistant - 6 Month Fixed Term Contract

Senior Consultant/Manager, Internal Audit and Change (Financial Services), Technology & Transformation - Bristol

Senior - Principal Consultant - Change Management

Private Wealth Legal Executive

Senior - Principal Consultant: P3M / Project Management

I want to receive the latest job alerts for wealth management in bristol, eng

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