Average Investment Administrator salary in the UK

Are you looking to build your career within investment and wealth management? We are working with a highly respected national wealth management firm who are looking for an Investment Assistant to join their Worcester team. This is an excellent opportunity to join an established organisation with a strong reputation in the market, supporting private clients and gaining valuable exposure within the investment space. Working alongside experienced investment professionals, you will have the opportunity to develop your knowledge, build strong technical skills and become part of a team that is committed to delivering an exceptional service to clients. The business is passionate about investing in its people, creating a supportive environment where employees are encouraged to learn, progress and build long-term careers.The role:Supporting investment administration and client servicing activitiesAssisting with the ongoing management of client portfoliosPreparing and maintaining accurate client documentation and recordsLiaising with internal teams to ensure a seamless client experienceSupporting investment processes and providing high-quality administrative supportAbout you:Experience within financial services, wealth management, investments or financial planning administrationStrong attention to detail with excellent organisational skillsA genuine interest in investments and developing a career within wealth managementA proactive approach with the ability to build strong relationshipsWhy join?This is a fantastic opportunity to join a forward-thinking wealth management business that values its people and offers a strong benefits package designed to support your career, wellbeing and future development. Benefits include:Competitive salaryCompetitive pension scheme with employer contribution matchingPrivate medical insurance and healthcare supportShare incentive plan with company contributionsLife assurance and income protectionGenerous holiday allowance, increasing with serviceEnhanced family-friendly benefitsMentoring and development opportunitiesEmployee wellbeing support and assistance programmesAdditional lifestyle benefits including cycle schemes, electric vehicle options and other employee discountsIf you are looking to take the next step in your investment career and join a business where you can develop and progress, this could be an excellent opportunity. Please get in touch to find out more. For more information, please contact:Ellie Sedgwick Senior Consultant - Financial Services Recruitment IDEX Consulting Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

The OpportunityWe are working with a highly established wealth and investment management business that provides investment management and wealth solutions to private clients.Our client is looking to appoint an Investment Assistant to join their Portfolio Management team in Norwich. The successful candidate will provide high-quality administrative and operational support to Investment Managers, helping to ensure clients receive an excellent service and good outcomes.This is an excellent opportunity for someone looking to develop their career within investment management and gain exposure to portfolio management, client servicing and the wider investment process.Key ResponsibilitiesProvide administrative support to Investment Managers across a range of client-related activities.Assist with client meeting preparation, pitches, correspondence and file notes.Support the opening and closing of accounts, stock transfers and payments.Maintain accurate client and account information on internal systems.Produce reports and analysis using Excel and internal portfolio management systems.Assist with the accurate execution and booking of trades based on instructions.Provide administration and operational support to the wider investment team.Contribute to ongoing projects, process improvements and best-practice initiatives.Continue to develop knowledge of the investment industry and financial markets.About YouWe are looking for an organised, accurate and proactive individual who is keen to develop a career within investment management.You will ideally have:An RQF Level 3 CISI qualification, or a commitment to achieve this within an agreed timeframe.Strong Microsoft Word, Excel and PowerPoint skills.Excellent attention to detail and organisational skills.Strong communication and interpersonal skills.A client-focused approach and a commitment to delivering excellent service.The ability to work independently while contributing effectively within a wider team.An understanding of regulatory and compliance requirements within financial services.The Ideal CandidateThis role would suit an Investment Administrator, Investment Assistant or experienced Financial Services Administrator who is looking to progress within a professional investment management environment. You will be proactive, ambitious and keen to expand your technical knowledge of investments and financial markets, while developing your career within an established team.What's on OfferOpportunity to join an established investment and wealth management business.Norwich-based Portfolio Management position.Exposure to Investment Managers, clients and portfolio management.Support for relevant professional development and qualifications.Opportunity to build a long-term career within investment management.Collaborative and professional working environment.For more information please reach out to Tom Roberts for more information. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Recruit UK is supporting a well-established Wealth Management firm in their search for an Investment Administrator to join their Southampton team. This is an excellent opportunity for a detail-oriented administrator looking to build a long-term career in financial services.Responsibilities Include:Provide administrative and organisational support to Investment ManagersOpen and maintain client accounts, ensuring AML and compliance requirements are metPrepare documentation and materials ahead of client meetingsLiaise with Operations and Accounts departments to resolve client and transactional queriesMaintain accurate client records and relevant logsSupport the production and dispatch of valuations within regulatory timescalesHandle client queries professionally, building and maintaining strong relationshipsBenefits:27 days annual leave plus Bank HolidaysPension: 8% employer contributionHealth insurance and private medical insurance, including family coverLife assuranceFlexible benefits schemeExam and qualification supportHybrid working Requirements:Level 4 Diploma or working towards (desirable)Previous experience in financial services or investment administration (essential)Strong IT skills, with a good working knowledge of Excel and WordExcellent written and verbal communication skillsHighly organised, numerate and detail-oriented, with the ability to manage multiple prioritiesA general understanding of the stock market or investment operations (desirable)If you're looking for an Investment Administration role with real progression and a stable, well-regarded team behind you, we'd love to hear from you.