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Investment Administrator

  • City of London, London
  • Permanent
  • £30,000 to £35,000

Job details.

Investment Administrator

Location: London, UK

Company Profile: We are working with a highly regarded Investment Management & Financial Planning organisation with a stellar reputation throughout the UK to recruit for an Investment Administrator. Following a merger in 2022 they have become a prominent player in the Investment Management & Financial Planning sector, serving the needs of UHNW clients.

Job Description:

Our client is currently seeking an Investment Administrator to join their London-based Investment Management team. In this role, you will primarily work from the office for 3 days a week and have the flexibility to work from home for 2 days a week.

Key Responsibilities:

  • Collaborate closely with aligned Investment Managers to deliver exceptional outcomes for clients.
  • Develop and maintain strong client relationships, ensuring regular communication.
  • Maintain back-office systems and client records in accordance with company policies.
  • When necessary, request policy information from third-party policy providers.
  • Liaise with operational teams to support various activities, such as scripts, transfers, corporate actions, and static data changes.
  • Prepare meeting packs and valuations as required.

Qualifications and Experience:

  • Proven experience in a similar investment admin role.
  • Strong organisational and communication skills.
  • Ability to work both independently and as part of a team.
  • Proficiency in using office software and systems.


  • Competitive salary up to £35,000
  • Performance-based Bonus
  • Exceptional Benefits Package
  • Support for further professional qualifications

This is an outstanding opportunity to become part of one of the most esteemed Wealth Management organizations in the UK. Our client is committed to your professional growth and development, offering support for additional qualifications and providing a forward-thinking, progressive work environment with ample opportunities for career advancement.


If you are an experienced and professional individual seeking a Client Administrator role within an esteemed Investment Management team, we encourage you to apply.


  1. Financial Services
  2. Asset & Investment Management

Benjamin Holmes

Founder & Key Account Manager

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