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.

Investment and Pension Administrator South Leicestershire Salary c£22,000 - c£30,000 dep on exp plus benefits Monday to Friday 9.00 am - 5.00 pm (some flex may be available) (our ref AL1291) My client is an established Independent Wealth Management organisation and they are now looking to appoint an Investment and Pension Administrator. With experience and a genuine interest in the Investments, Pensions or the Wealth Management Industry, you will join an existing team of like-minded individuals. Job Purpose: To provide administrative support to Advisers in order to ensure that customer service is of the highest standard and so that regulatory requirements are met. Duties and Responsibilities: To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction.To carry out various research activities to assist in the advice process with clients.To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements.To contribute to organisation and planning through introducing new and improved procedures and through making best use of resources (e.g. The company Client Management System)To manage the process of distributing customers’ letters of authority in order to ensure regulatory compliance and to ensure relevant information may be obtained in a timely fashion.To undertake general administrative duties (e.g. scanning, filing, preparing letters, telephone calls etc) to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory compliance.To generate client facing documents in order to complete the advice process.To manage platform funds on an ongoing basis in order to meet customer requirements and to ensure customer satisfaction is maintained.To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively. Qualifications, Knowledge and Experience Essential: Knowledge and experience of using computers and a variety of general software packages - the role demands a high degree of IT literacyKnowledge and understanding of the pensions and investment sectorSelf-motivated and willingness to learn in a fast-paced environmentEnthusiastic and inspiring characterExcellent organisational skillsHave the ability to work under pressure in a busy department Desirable: CII Level 3 Certificate or Level 4 Diploma (although not essential) 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.