Investment Administrator

We are looking for an experienced Investment Researcher / Administrator to support Financial Advisers and Paraplanners in an Independent Financial Adviser (IFA) environment. This hybrid role combines administrative, compliance, and investment research responsibilities to ensure a smooth, efficient, and compliant client service process.

You will act as a key point of contact between advisers, clients, and external providers while assisting with research and documentation that supports investment recommendations.

• Act as primary liaison between advisers, clients, and external providers.
• Manage Letters of Authority (LOAs) and ensure timely processing of applications, fund switches, and withdrawals.
• Maintain accurate client records in the CRM and ensure all documentation complies with regulatory and internal standards.
• Prepare client files, valuation reports, and meeting documents.
• Source up-to-date fund values, quotes, and illustrations.
• Conduct initial product, platform, and investment solution research using tools such as Financial Express, Defaqto, or Dynamic Planner.
• Review portfolios, calculate performance metrics, and produce reports for client meetings.
• Support suitability assessments by gathering client financial and personal data.
• Accurately process new business applications and other transactions via online platforms.
• Strong attention to detail and organisational skills.
• Excellent numeracy and IT proficiency, including financial planning software and Excel.
• Proactive, self‑motivated, and able to manage multiple cases to tight deadlines.
• Excellent written and verbal communication skills for professional client and provider liaison.

• 1–2 years’ experience in administration within financial services, wealth management, or related sectors.
• Certificate in Financial Services (Level 3 or
  4)
• Modules from Diploma in Regulated Financial Planning (e.g., R01, R02)
• Investment Administration Certificate or equivalent

• Work in a professional, client‑focused environment.
• Gain exposure to investment research and client‑facing processes.
• Opportunity for professional development and further financial qualifications.

Location
:
Hailsham

Salary
:
Competitive

Job Type
:
Full‑time

If you are detail‑oriented, proactive, and have experience supporting advisers in a financial services environment, please get in touch with Riley to apply or learn more.

More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.