Average Investment Administrator salary in the UK

Rare opportunity to work for an award-winning IFA business in a fantastic environment, surrounded by 1st class people, really good team dynamic that is important for the business to maintainJob Title/Location: Investment Administrator, Surrey/WFHSalary: To £38,000 + bonus c.£2,000, pension, 25 days holiday, Group PHI, DISOffice/WFH: 4 days office + 1-day WFH (9am – 5.30pm)Requirements: Previous IFA admin/sales support experience that must include experience with pensions switches, GIA’s, ISA’s etcRole Snapshot: Driving the investment management process, constructing client portfolio reviews, executing trades/rebalancing client portfolios, some fund research & being part of the Investment Management Committee (IMC)The Company: A well-established IFA practice that advises across the board, both on individual and group products. This role will assist the Client Investment Oversight Officer in driving the investment switching process and all the resulting administration.The Role: For this Investment Administrator post, our client is happy to take on someone who has either focused on investment switches or has worked in a general IFA admin/sales support role that has exposed you to switches. The role has two main elements, one linked to client investment administration, the other is IMC administration. Responsibilities include:Constructing client portfolio reviews and managing reviews within the annual timetable, sending client reviews and following up on non-responsesChecking regular contributions are linked to template reportsChecking phased buys are up to date with model portfoliosSubmitting investment trade data to platform providersHandling customer queries, keeping the Client Investment Oversight Officer updated on progress and trendsProvide data for the IMC – includes analysis of investment models, performance/contribution analysis and investment researchSkills / Experience Required: For the Investment Administrator role, you must have experience in investment switches within an IFA practice. The role is largely office based, as the teamwork between this role and that of the Client Investment Manager is so important. Accuracy is also key, as is finding someone who is a genuine team player.Additional Information: The salary for Investment Administrator role is to £38,000 + c.£2,000 bonus. You would also get 25 days holiday, Group Pension, DIS and Group PHI. The role is based just outside of Guildford, free parking available. Please apply below.The Investment Administrator post is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.

Investment Administrator – Financial ServicesLocation: GodalmingEmployment Type: Full-timeIndustry: Wealth Management / Financial PlanningAn established and growing financial services firm is seeking an organised, detail-driven Investment Administrator to join their Investment Operations team. This is an excellent opportunity for someone who thrives in a process-focused role and enjoys playing a key part in delivering a high-quality investment management service to clients.The RoleAs an Investment Administrator, you will support the full investment administration lifecycle and ensure clients receive a seamless and compliant service. Your responsibilities will include:Client Investment AdministrationProducing and managing client portfolio reviews within annual cycles, issuing reports, and following up outstanding responses.Ensuring regular client contributions align with template reporting.Updating and monitoring phased investment purchases against model portfolios.Managing cash balances for clients with regular withdrawals.Processing withdrawals from instruction through to payment, including client verification.Inputting, checking, and submitting investment trade data to platform providers.Handling corporate actions and resolving trade discrepancies.Maintaining an accurate audit trail and completing all process notes for each transaction.Reconciling contract notes within required timeframes.Managing portal-related actions and client queries.Providing Management Information (MI) on review flows and keeping senior oversight informed.Investment Management Committee (IMC) AdministrationSupplying data for routine and ad-hoc tasks, including performance and contribution analysis, model reviews, and investment research.Implementing changes to the Centralised Investment Proposition (CIP) within templates and model portfolios.Updating Fastrak Model Portfolios and ensuring all templates reflect the latest IMC decisions.Ensuring IMC risk data is correctly represented within internal systems.Additional DutiesSupporting wider investment research projects.Coordinating and delivering bulk client communications, such as end-of-tax-year mailouts.Producing weekly fund performance reports.Handling general administrative tasks and maintaining a tidy and compliant working environment.Training & DevelopmentParticipation in ongoing job-specific training.Maintaining up-to-date CPD.About YouTo succeed in this role, you will likely have:Experience in financial services administration (investment or platform experience highly advantageous).Strong attention to detail and high levels of accuracy.Excellent organisational skills and confidence managing multiple workflows.Strong communication skills and a proactive approach to problem-solving.A commitment to compliance, process integrity, and exceptional client service.

The Company As superb well-established organisation within the financial services industry who genuinely look after their staff. The Job: To provide administrative support to the Stockbrokers in the Bristol Advisory team in the setting up and ongoing management of investment portfolios. Day to day responsibilities: Support Stockbrokers with day to day admin tasks to ensure they can maintain client relationships.To prepare for and attend weekly meetings with your dedicated stockbroker ensuring tasks are being completed correctly and accurately.To assist with the client onboarding process; Pre-populating application forms, transfer forms and producing suitability reports.Monitoring new account openings to ensure cases are submitted and handled appropriately whilst keeping everyone informed.Handling telephone enquiries from third parties and clients regarding their portfolios and accounts.Organise production, checking and despatch of valuations and client tax packs.Undertaking the administration involved in annual performance reviews.Deal with compliance related matters; Collation of anti-money laundering documentation, checking clientdocumentation whilst ensuring client files are up to date.Dealing with incoming and outgoing post. The Person: Our client is looking for an experienced administrator who has ideally gained experience within the financial services sector but this isn’t essential. They are also looking for someone who is friendly, professional personality with excellent interpersonal skills, confident and assertive nature with strong customer service skills and great organisation. Excellent administration skills and must demonstrate a high level of accuracy and have a strong attention to detail with good time management skills and able to prioritise own workload. Ability to communicate well and with clarity. Strong resilience to problem solve and deal with issues as they arise. Self-motivated and pro-active with the ability to work unsupervised as well as demonstrate reliability, flexibility and loyalty and a good understanding of Word, Excel & Outlook with a willingness to learn new systems & processes. Willing to travel occasionally (conferences, training etc) The Hours: Monday to Friday: (35 hours per week) Shifts are 8am - 4pm or 9am - 5pm The Benefits: 28 Days Annual Leave (plus 8 days Bank Holidays), Discretionary Annual Bonus, 10% pension, Life Cover (Death in Service), Critical Illness Cover, Option to join BUPA Healthcare & BUPA Dental, Cycle to Work Scheme, Car Scheme, Staff Rates on Investments, Employee Assistance Programme, Sharesave Scheme Discount Gym Membership, My Rewards Employee Scheme (Retail Discounts) The Salary: £28,500