Investment Administrator

Job Title: Investment Administrator
Location: Worcester (Office Based)
Salary: 25000 - 33000 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. Youll 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 firms 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)

Whats on Offer

• Salary of dependent on experience
• Office-based role in Worcester
• Supportive team environment within a values-led organisation