Investment Administrator

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.

• 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

• CISI Level 3 qualification (or equivalent), or a genuine commitment to achieve this within an agreed timeframe
• Strong proficiency in Word, Excel, and Power Point
• 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)

• Salary of £25,000–£33,000, dependent on experience
• Office-based role in Worcester
• Supportive team environment within a values-led organisation