Investment Administrator

Job Role: Portfolio / Investment Administrator Industry: Investment Management Location: London Salary: Up to £45,000 (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 £45,000 (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!