Administrator (Wealth & Investments)

Administrator - Wealth & Investment Operations

Location : Bath (3 days onsite, 2 days WFH)

Salary : £25,000 to £29,000 DOE

Type : 12 Month Fixed Term Contracts

Are you organised, detail-focused, and looking to grow your career within financial services? Our client, a leading FCA-authorised financial services provider, is recruiting multiple administrator roles across their expanding Customer and Investment Operations teams in Bath.

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​​​​​​​These vital positions support critical operational and regulatory functions, ensuring smooth processing and excellent service delivery for a major financial services platform. You'll be part of collaborative teams responsible for client onboarding, investment processing, reconciliations, and remediation activities.

Depending on your skills and experience, your responsibilities may include :

​​​​​​​Supporting adviser firms with accurate documentation and client onboarding in a high-volume environment.

Managing corporate actions, distributions, cash interest, and liaison with fund managers and auditors.

Supporting trade execution, contract processing, and transaction reporting with accuracy and compliance.

Handling client money reconciliations, regulatory compliance including CASS, and payment processing.

Delivering detailed remediation support and ensuring transactional accuracy across client portfolios.​​​​​​​We're looking for candidates with experience in one or more of the following :

Responding to customer and internal emails within financial services

Reconciling customer accounts on wealth / investment platforms

Processing deals on wealth / investment platforms

Using Excel to analyse corporate structures and process information

Supporting wealth / investment customer portfolio remediationWhy Apply?

Opportunity to join a growing, FCA-regulated financial services organisation renowned for excellent service

Competitive salary with benefits and ongoing training / support

Supportive and collaborative team culture with clear career progression pathways

Hybrid working with excellent local facilities in BathIf you are detail-focused, organised, and ready to make a meaningful impact in a fast-growing financial ecosystem, apply now for confidential consideration.

Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate £1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy