Average Investment Administrator salary in the UK

Job Title: Investment AdministratorLocation: Fully Remote (UK-based candidates only)Salary: Up to £40,000 per annumJob Type: Full-time, PermanentAbout the RoleOur client, a growing and forward-thinking investment management firm, is looking to appoint a dedicated Investment Administrator to support their expanding team. This is a fully remote role, offering the flexibility to work from anywhere in the UK while supporting the business's high-quality investment operations and adviser relationships.Key ResponsibilitiesProvide administrative support across the investment operations and client servicing functions.Liaise with financial advisers, platforms, and custodians to ensure smooth and accurate processing of investment-related tasks.Handle new business processing, transfers, account maintenance, valuations, and client reporting.Maintain accurate client records and documentation in line with regulatory requirements.Support the team with ad hoc operational tasks and contribute to process improvements.RequirementsExperience working in wealth management, financial advice, investment administration, or wealth management administration is essential.Strong attention to detail and ability to manage multiple workstreams independently.Excellent communication skills and a client-focused approach.Comfortable working remotely and managing responsibilities with minimal supervision.Familiarity with investment platforms and back-office systems would be an advantage.What’s on OfferSalary up to £40,000 depending on experienceFully remote working environmentSupportive and collaborative team cultureOpportunity to join a growing, modern investment business Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.

Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include: Assisting IM's with portfolio management for a range of discretionary and advisory clientsOpening and maintenance of client accountsGeneral administration and data entry dutiesMaintenance of due diligence documentationPerforming tradesMonitoring progress of investment fundsAssist with the construction and maintenance of Investment modelsEnsuring clients portfolios are aligned with their goals and attitude to riskPreparing investment proposalsActively assisting with the development of Investment strategy Applicants must possess previous administrative support experience from the Investment / Independent Financial services sector, ideally 1 - 2 years (NOT retail banking or short term internships). Knowledge of investment vehicles such as ISA's and OEIC's, along with good level education including C or above in English and Math's along with outstanding communication and administration skills, a keen eye for detail and strong problem solving, prioritising and organisational ability. This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent remuneration and benefits package.

Investment Accounts Executive Leicester (our ref AL1351) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing or financial services administration is required for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. The role - Investment Accounts Executive To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main tasks will include: Establishment of Investment AccountsDay to Day Portfolio ManagementCalculationsLiaison, Communications & Record KeepingMaintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Knowledge, skills and abilities Educated to A level standard (or equivalent) as a minimumA minimum of 2 years’ experience in investment client servicing or financial services administration roleKnowledge of the services that the firm provides to clients and of investments and associated productsIT / keyboard skillsAbility to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc.Ability to create and maintain accurate computer-based records.Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate. Remuneration and benefits Salary - £25,000 to £33,000 per annum (Dependant on qualifications, knowledge, and experience).Discretionary bonus - Based on business performance.Life assurance - 2 x salary.Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available.Holiday - 24 days’ increasing incrementally in recognition of continuous service, in addition to all bank and public holidays.Health cash plan scheme - Includes support towards everyday health care costs, access to a discount’s portal and Employee Assistance Programme.Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm.Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home.Professional qualifications - Financial support available for study materials and examinations along with study & exam leave. Communication and Recognition - Regular staff updates and company events.Free parking If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.