Investment Administrator

Investment Accounts Executive Chartered Wealth Management Firm | Leicestershire Are you an experienced IFA or Wealth Management Administrator looking for a firm where you can develop, progress, and build a long-term career? A highly respected, Chartered Wealth Management firm in Leicestershire is seeking an Investment Accounts Executive to join its growing Investment team. The business manages £1bn+ in client assets and works with HNW individuals, pensions (SIPP/SSAS), trusts, companies, and charities. This is an award-winning, independently owned firm, recognised as one of the Best Financial Advisers to Work For, with a strong focus on internal progression, professional development, and long-term career opportunities. Salary & Benefits £30,000 – £33,000 (depending on experience and qualifications) Discretionary annual bonus 4x salary life assurance Employer pension contribution from 5% (rising with service) 24 days holiday + bank holidays (increasing with tenure) Health Cash Plan Free on-site parking Full funding and support for professional qualifications (CII) Clear internal progression pathways The Role Setting up and administering investment accounts across platforms such as Pershing, Quilter, and Aviva Managing cash and in-specie transfers Maintaining accurate client records (Intelliflo, Excel, Virtual Cabinet) Producing valuations and annual review packs Implementing investment changes in line with agreed strategies Supporting client meetings and post-meeting actions Invoicing clients in line with agreed fee structures Providing technical and reporting support to Financial Planners and Investment Managers Requirements Working knowledge of ISAs, GIAs, pensions, and investment products Strong IT skills, including Excel and CRM systems Good communication and organisational skills