Account Manager - Senior Investment Administrator

  • Location

    Birmingham, West Midlands

  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £25000 - £30000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


MB Fitzgerald Recruitment are currently working with a market leading National Financial Services organisation. We are looking to recruit an Account Manager to join their prestigious Investment Management division in their city centre Birmingham office.

The role is working closely with the company's Investment Manager's and has direct responsibility for all non-investment related elements of the client relationships, in order to deliver a first class client service..


  • Act as the first port of call for any investment administration related queries from Partners and their clients
  • Opening new accounts, administration of deceased accounts and regularly liaising with the relevant back office department to ensure portfolio transfers are facilitated.
  • Calculating CGT and book costs, carrying out client payments, making ISA subscriptions, transfers in/out/internal and providing valuations and tax positions.
  • Reconciliations
  • Preparing reports, correspondence and other relevant documentation including investment proposals.

You must be an experienced Investment Administrator from a Platform, DFM, Investment Bank or other Financial Services organisation. Candidates who have studied for specialist qualifications such as the Investment Operations Certificate (IOC) will be preferred although this is not essential. You should be a quick learner and ideally will be well educated, ideally to Degree level. Those with a strong mathematical capability and IT skills such as Excel will be at an advantage and excellent communication skills, both written and verbal, are essential.

A competitive package will be offered to the successful candidate and you will be supported fully towards the study of market qualifications. You'll be joining a growing, stable organisation with plenty of opportunities to progress within the business.