Portfolio Administrator

Job Role:

Portfolio / Investment Administrator Industry: Investment Management

Location:

London Salary:
Up to £40,000 (flexible for highly experienced candidates) Job Reference: 10436 Recruit UK is supporting an excellent financial services firm with a hire for their London office. They’re looking to hire an experienced Investment / Portfolio Administrator to join their team. This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers.

The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support.

Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £40,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance  buy/sell options Hybrid work model (3:2) Skills & Experience Required Circa 3 years’ experience within Wealth Management or Investment Management administration Strong understanding of the financial services industry Confident in communicating with clients, providers, and internal stakeholders If you’re interested in exploring this Investment Administrator opportunity further, apply today!