Job Title: Investment Administrator
Location: Worcester (Office Based)
Salary: £25,000 - £33,000 DOE
About the Role
An excellent opportunity has arisen for an Investment Administrator to join a well-established wealth management firm, providing high-quality administrative support to Investment Managers and contributing to positive client outcomes. You'll play a key role in the day-to-day monitoring and administration of client portfolios, working within a compliance-driven framework and collaborating closely with a supportive, experienced team.
Key Responsibilities
- Provide administrative support on complex tasks as directed by the Investment Manager, including file notes, correspondence, and client meeting coordination
- Build and maintain strong client relationships through accurate, timely support — adapting your approach appropriately when working with vulnerable clients
- Handle account opening and closing processes
- Manage stock transfers into accounts and process payments
- Maintain and update static data within the firm's investment platform
- Produce Excel-based reports using platform data
- Place trades on the investment platform based on instructions received from the Investment Manager, ensuring accurate execution and booking
- Take and process client orders for non-complex instruments within the Execution Only Service, ensuring accurate execution and booking
- Support Investment Managers with preparation for client pitches and meetings
- Assist the wider team with ongoing projects and process improvement initiatives
- Undertake technical and regulatory training as required
- Stay proactively informed on industry and market developments
About You
- CISI Level 3 qualification (or equivalent), or a genuine commitment to achieve this within an agreed timeframe
- Strong proficiency in Word, Excel, and PowerPoint
- Prior experience with a wealth management/investment platform is advantageous
- Excellent customer service and communication skills
- Ability to work independently and manage priorities effectively
- High level of accuracy and attention to detail
- Strong organisational, interpersonal, and team-working skills
- Sound understanding of regulatory requirements and client contact boundaries within financial services
- A genuine commitment to acting with integrity, care, and diligence, and to delivering fair, positive outcomes for clients (in line with FCA Conduct Rules)
What's on Offer
- Salary of £25,000–£33,000, dependent on experience
- Office-based role in Worcester
- Supportive team environment within a values-led organisation
Vacancy posted a month ago
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