Average Investment Manager salary in the UK

Investment Administrator Location: Birmingham, UKPosition Type: Full-timeSalary: £22,000 - £28,000 Gleeson Recruitment Group are currently recruiting for a Investment Administrator for a leading Investment Management Firm based in Birmingham, offering comprehensive wealth management services to a range of clients. We are seeking a detail-oriented Investment Administrator to support Investment Managers with client administration, transaction processing, and portfolio management. You will ensure the smooth operation of investment services and maintain high standards of client care. Key Responsibilities Process and maintain accurate client records.Handle client queries and prepare reports/valuations.Administer trades, transfers, and settlements.Assist in portfolio administration and monitor cash positions.Ensure compliance with FCA regulations.Maintain data accuracy in CRM and investment systems. Skills & Qualifications Experience in financial services, ideally within investment management.Knowledge of investment products (ISAs, pensions, etc.).Strong attention to detail and accuracy.Proficiency in Microsoft Office; CRM experience is desirable.Strong communication and organisational skills. If you believe this Investment Administrator role could be right for you, please apply now! At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

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.

The Role: Investment & Fund Operations AnalystThe Location: City of London (Hybrid)The Client: Leading Public Markets Investment ManagerThe Opportunity: Well established and renowned Investment Manager is adding to its Investment & Funds Operations team. Overseeing the TPAs, working closely with the Investments team - exceptional role to grow your seniority in this space. The Responsibilities: Daily oversight of Fund TPAs across Fund Accounting, NAV, Transfer Agency for their Fixed Income and Global Equity FundsOversight of IBOR updates for cashflows including Private Markets Capital CallsPerform quarterly distributions calculationsOversee monthly valuations processWork closely supporting Investment Team The Requirements: 4+ Years within Fund Accounting, Investment Operations or Fund OperationsStrong across quarterly, daily and monthly valuations and reporting cyclesKnowledge of multiple asset classes across Equities, Fixed Income, Real Estate etcStrong excel ability Should you require any support or assistance, please contact your local Marks Sattin office. Marks Sattin is part of Gi Group Holdings Recruitment Limited and we are proud founding members of Menopause in business, pledge members for Nuerodiversity in business, Disability committed members, Silver status pledge members for the Armed Forces Covenant, and Bronze trail blazers for Racial Equality matters. Gi Group Holdings Recruitment Limited group of companies includes Gi Recruitment Limited, Draefern Limited, Gi Group Recruitment Ltd, INTOO (UK) Limited, Marks Sattin (UK) Limited, TACK TMI UK Limited, Grafton Professional Staffing Limited, Encore Personnel Services, Gi Group Ireland Limited and Kelly Services (UK) Ltd. Gi Group Ireland Limited are acting as an Employment Agency in relation to this role. We are committed to protecting the privacy of all of our candidates and clients. If you choose to apply, your information will be processed in accordance with the Gi Group Privacy Statement. To view a copy and to help you understand how we collect, use and process your personal data, please visit the Privacy page on the Marks Sattin website.