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Investment Administrator

  • Glasgow
  • Permanent
  • Salary negotiable up to £33,000 plus company benefits

Job details.

Investment Administrator - Permanent - Glasgow - to £33K (pro rata) plus benefits

Our client is a nationally recognized Wealth & Investment Management organization dedicated to helping their clients achieve their financial goals. With a legacy of excellence and a commitment to innovation, they provide tailored investment solutions and financial expertise to a diverse clientele. They are currently seeking an experienced Investment Administrator to join their team in Glasgow working closely with the Investment Managers and their clients

Position Overview:

As an Investment Administrator, you will play a critical role in providing seamless support to the Investment Manager. Your primary responsibility will be to manage all administrative tasks related to their clients and mailbox.

Key Responsibilities:

  • Manage all administrative tasks related to the Investment Director's client portfolio and mailbox.
  • Collaborate with other Administrators in the team to ensure efficient task handling.
  • Support the Investment Directors and Investment Managers in their advisory responsibilities.
  • Assist in the preparation of investment reports, documentation, and transactions.
  • Maintain client records and databases with a keen eye for accuracy and compliance.
  • Liaise with clients to address inquiries, resolve issues, and provide exceptional service.
  • Contribute to team projects and initiatives as needed.


  • Wealth management / Investment Management experience and understanding of financial services is highly beneficial.
  • Previous experience as an Investment Administrator or Financial Planning Administrator is ideal.
  • Strong attention to detail, organisational skills and accuracy in all tasks.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • Ability to prioritize tasks and work effectively in a fast-paced environment.
  • Knowledge of financial regulations and compliance is advantageous.
  • Professional demeanour and a commitment to client service excellence.
  • Team player with a proactive attitude.

On Offer:

  • Competitive salary commensurate with experience, to £33,000
  • Comprehensive benefits package.
  • Opportunity to work with a nationally recognized wealth management organization.
  • Exposure to a dynamic and collaborative team of investment professionals.
  • Professional development and training opportunities.
  • A supportive and inclusive work environment.
  • Hybrid working (3 days in office minimum) however the first couple of weeks would be 100% office based for training


  1. Financial Services
  2. Asset & Investment Management

David Everingham

Director - Financial Services

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