Average Investment Manager salary in the UK

Robert Half is partnering with a prestigious York based wealth management firm to recruit a Junior Investment Manager. This is an excellent opportunity for recent graduates with a 2:1 degree who are keen to start their career in finance. We are looking for candidates with degrees in Economics, Finance, Accounting, or STEM disciplines. This role would also give you the opportunity to travel to the London head office. For the right candidate this role offers: Salary up to £30k + bonus + Hybrid working + study support + excellent benefits and career progression opportunities Responsibilities: Handle the process of opening new client accounts, ensuring all required documentation is completed accurately.Prepare and process transactions within the firm's systems, adhering to internal policies and regulatory requirements.Draft and prepare client reports and correspondence, including valuations, dealing letters, and responses to client queries.Resolve administrative queries from clients and work closely with the Investment Administration team to address any issues.Verify contract details against dealing data to ensure accuracy.Prepare payment, transfer, and other investment administration forms for sign-off by the Investment Manager.Provide factual information on market indices, share prices, and other relevant data upon request.Assist in developing client relationships by arranging, attending, and supporting meetings, including preparing necessary documentation.Monitor existing and potential investments, providing regular updates to the Investment Manager.Support investment analysis by reviewing research materials and attending meetings with company representatives and fund managers.Assist in portfolio construction and ongoing monitoring of client portfolios.Participate in the firm's investment process by contributing to morning meetings, monthly stock selection, asset allocation meetings, and collective research. Qualifications: Must be committed to undertaking the CISI Level 4 Investment Advice Diploma, with the expectation of completion within 18 months.Proficient in Microsoft Office applications, with strong data management and reporting skills.A 2:1 degree in Finance, Accounting, Economics, or a STEM-related field.Strong analytical skills, with the ability to interpret complex data and make informed decisions.Highly organised, with excellent time management skills and the ability to manage multiple tasks simultaneously.Strong written and verbal communication skills, with the ability to convey complex information clearly. Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice Security alert: scammers are currently targeting jobseekers. Robert Half do not ask candidates for a fee or request candidates to send applications through instant messaging services such as WhatsApp or Telegram. Learn how to protect yourself by visiting our website: gb/en/how-spot-recruitment-scams-and-protect-yourself

Job Title: Investment Operations Administrator Location: Chichester/Hybrid Working (Tuesday, Wednesday, Thursday in the office) Salary: £24,000 £29,000 (depending on experience) + excellent benefits Chichester Recruitment is currently seeking an Investment Operations Administrator on behalf of their client to join their Operations team. The Role of Investment Operations Administrator : This position offers an exciting opportunity to provide professional support across the Operations department. Key responsibilities include: Client Onboarding: Managing and maintaining client dataContracts & Settlements: Client Cash Receipts & Payments: Managing client cash transactionsDividends & Corporate Actions: Processing relevant transactionsCross Team Collaboration: Working effectively with other teams and departmentsInternal Controls & Record Maintenance: Ensuring accurate records and adherence to internal/external audit standards The Ideal Candidate for the Investment Operations Administrator : The ideal candidate will be educated to 'A' Level standard or equivalent, with experience in Financial Services, particularly within an Investment Management environment. However, on the job training will be provided. An understanding of FCA regulatory requirements and internal policies, procedures, and systems is an advantage, though not essential. Key skills required include: Attention to Detail: Maintaining accuracy in a fastpaced environmentOrganizational Skills: Ability to prioritize a changing workloadCommunication: Strong written and verbal communication skillsEfficiency Improvement: Ability to identify and implement improvements in processes and procedures This is a great opportunity for someone looking to advance their career in investment operations, offering a competitive salary of £24,000 to £29,000 (depending on experience) and excellent benefits.

Investment Accounts Executive Leicester (Our Ref AL1309) Salary £24,000 - £32,000 dep on exp + benefits My client is an award-winning Pensions and Investments Company, serving high net worth clients across the UK. Due to continued growth, they now have an exciting new opportunity for an individual with previous Investments experience to join their team. Role Overview 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). You will be responsible for maintaining records that meet the requirements of the firm and the regulator and will also provide a technical and administrative support to the Investment Manager and Financial Planner. Some of the main tasks of your role will be: Establishment of investment accounts Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team.Open new accounts by preparing and submitting new business applicationsLiaise with existing investment providers and the receiving platform to process transfers over to our investment services Day to Day Portfolio Management Maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva).Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate.Administer investment decisions and recommendations in accordance with the strategy of the Investment Committee by placing investment deals and transactions including buying, selling and switching, in a timely fashion and using the task management within our CRM, Intelliflo.Communicating with clients (via telephone, email and letter), as well as fellow professionals, e.g., accountants and solicitors.Invoice clients in accordance with Client Agreements.Produce bespoke documents as and when needed / requested. Knowledge, skills and abilities Educated to A level standard (or equivalent) as a minimum.A minimum of 2 years’ experience in Investment client servicing and administration roleIT / 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 legislationAbility to work within level of authority and to refer work when appropriate.Knowledge of the services that the firm provides to clients.Knowledge of investments and associated products.Good technical knowledge of investments and their use in Financial Planning 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.