Investment Administrator

About the role

Recruit UK is supporting a well‑established wealth management firm in Southampton and is looking for a detail‑oriented Investment Administrator to build a long‑term career in financial services.

Key responsibilities

• Provide administrative and organisational support to Investment Managers.
• Open and maintain client accounts, ensuring AML and compliance requirements are met.
• Prepare documentation and materials ahead of client meetings.
• Liaise with Operations and Accounts departments to resolve client and transactional queries.
• Maintain accurate client records and relevant logs.
• Support the production and dispatch of valuations within regulatory timescales.
• Handle client queries professionally, building and maintaining strong relationships.

Required profile

• Level 4 Diploma or working towards it (desirable).
• Previous experience in financial services or investment administration (essential).
• Excellent written and verbal communication skills.
• Highly organised, numerate and detail‑oriented with the ability to manage multiple priorities.
• General understanding of the stock market or investment operations (desirable).

Required skills

• Excel
• Word

What we offer

• 27 days annual leave plus Bank Holidays.
• 8% employer pension contribution.
• Health and private medical insurance, including family cover.
• Life assurance.
• Flexible benefits scheme.
• Exam and qualification support.
• Hybrid working arrangement.