Investment Administrator

About the role

The Investment Administrator will support investment managers and wider teams by handling portfolio and client administration tasks. This role is ideal for an experienced wealth planning or financial services administrator who can deliver a high level of service to both clients and advisers.

Key responsibilities

• Act as point of contact for complex technical queries from clients, investment managers and IFAs.
• Assist with client and introducer queries via phone and email.
• Support the opening and maintenance of client portfolios.
• Process payment instructions, asset sales and verification call‑backs.
• Update client KYC information and process account amendments.
• Assist senior investment administrators with work allocation and activity checks.

Required profile

• Approximately 3 years’ experience in wealth management or investment management administration.
• Strong understanding of the financial services industry.
• Confident communication with clients, providers and internal stakeholders.

Required skills

What we offer

• Salary up to £45,000 (depending on experience).
• 6% employer pension contribution.
• Life, Income & Critical Illness protection.
• Private medical & dental insurance.
• Discounts on investment solutions.
• 30 days holiday allowance with buy/sell options.
• Hybrid work model (3 days onsite, 2 days remote).