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Investment Administrator

  • Southampton
  • Permanent
  • £25,000 - £35,000 + Discretionary bonus & benefits

Job details.

Mbf are working with one of the UK's largest and most successful Investment Management & Financial Planning organisations to recruit an Investment Management Administrator. Our client has a stellar reputation, they have offices across the country and are an exciting business to work for.

We are currently seeking a dynamic & hardworking Investment Administrator who will work alongside successful Investment Managers. This is a fantastic opportunity working with Senior Ims providing comprehensive support and ensuring the HNW client bank receives the highest level of service. This is an exciting opportunity to be a key contributor to a top performing team within a renowned financial organisation.


  • Provide comprehensive administrative support to the designated Senior Investment Manager.
  • Manage and organise the Investment Manager's calendar, appointments, and meetings.
  • Liaise with clients and assist in maintaining strong client relationships.
  • Handle correspondence and communications on behalf of the Investment Manager.
  • Assist in preparing client reports, presentations, and other documentation.
  • Conduct research and gather information to support investment decision-making.
  • Monitor and manage client accounts, ensuring accuracy and compliance.
  • Collaborate with internal teams to ensure seamless operations and client satisfaction.
  • Maintain confidentiality and handle sensitive information with discretion.

Our client is looking to recruit a motivated individual who is looking for a long term career within the industry. You will be working alongside a Senior Investment Manager who will provide you with ongoing training & support, you will be supported by the business for any market exams and there will be plenty of scope to progress (the company has a proven track record of progressing individuals from this role into Investment Management positions).

To be considered you will ideally be working within a similar Investment Management Administration capacity, however the client is also willing to consider individual from a wider Financial Services background.

We will also consider strong graduates who are looking to start their career within the industry – minimum of a 2:1 within a related field.

What’s on offer:

  • Competitive salary
  • Discretionary bonus
  • Comprehensive benefits package
  • Hybrid working – 3 days in the office/2 working from home
  • Work alongside an exceptional Investment Manager who will provide you with guidance and training
  • Professional development opportunities and support for further education
  • Collaborative and inclusive work environment
  • Opportunities for career advancement within a growing organisation


  1. Financial Services
  2. Asset & Investment Management

Thomas Williams

Director - Financial Services

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