Investment Administrator

7 months ago


London, United Kingdom BWD Search & Selection Ltd Full time

BWD are working exclusively with a leading multi-family office and private bank who are seeking an Investment Administrator. The firm are currently in a growth phase and therefore need further assistance to support the front office team.

As a pivotal member of the team, your role will be to support the Head of Investment Administration and the broader Investment Management Team.

Role responsibilities include:

- Prepare analysis and reports for accounting and investment managers
- Assist in recording client orders and executing trades.
- Facilitate the account opening process and maintain client records.
- Conducting internal client reviews in collaboration with IM's
- Assist in quarterly client information pack production.

Essential skills:

- Minimum 2 years' administration experience in financial services.
- Flexibility, innovation, and adaptability.
- Strong interpersonal and communication skills.

Knowledge of Expersoft and Intelligent Office an advantage but not essential

Basic salary ranges up to £35k plus a discretionary bonus and generous benefit, including private healthcare, and 10% pension.


  • Order Management

    3 days ago


    London, United Kingdom Seven Investment Management Full time

    **About The Role**: **Purpose** **Responsibilities**: Order Administration - Creation of manual orders for execution on discretionary, advisory and model rebalance orders. - Processing and monitoring of orders through to settlement agent / custodian, resolving queries as they arise. - Creation and execution of switch instructions. - Assistance in creating...

  • Order Management

    3 days ago


    London, United Kingdom Seven Investment Management Full time

    **About The Role**: **Purpose** **Responsibilities**: Order Administration - Creation of manual orders for execution on discretionary, advisory and model rebalance orders. - Processing and monitoring of orders through to settlement agent / custodian, resolving queries as they arise. - Creation and execution of switch instructions. - Assistance in creating...


  • London, United Kingdom Seven Investment Management Full time

    **About The Role**: **Purpose** **Responsibilities** - Execute buy & sell trade instructions for self invested clients - Organise ISA Subscriptions - Execute withdrawal instructions - Set up and maintain standing orders & monthly withdrawals - Ensuring clients’ accounts do not become overdrawn; fixing this issue if it occurs - Providing ad-hoc...


  • London, Greater London, United Kingdom MFS Investment Management Full time

    Job DescriptionWe are seeking an experienced Investment Research Associate to join our team at MFS Investment Management. This role will involve developing investment recommendations within securitized products for fixed income portfolios managed by MFS.Key Responsibilities:Conduct independent research to develop investment recommendations for fixed income...


  • London, Greater London, United Kingdom Insight Investment Full time

    Are you a detail-oriented and proactive individual looking to build a career in client service? As a Client Service Associate at Insight Investment, you will work closely with our experienced Client Service Specialists to deliver exceptional client service.Your key responsibilities will include:Responding promptly and professionally to day-to-day and ad-hoc...


  • London, United Kingdom Oval Recruit Full time

    Investment Administrator Leading Private Client Investment Platform - City of London £30000 + Excellent Package including Excellent Bonus (20%) This is an excellent opportunity for individuals with a strong Investment background, gained from within the Investment Platform market to join the Client Services Administration team of this expanding Investment...


  • London, United Kingdom Allerton Park Recruitment Solutions Full time

    Investment Administrator - Salary of £30K - £36K + Disc Bonus and full Benefits. Part home based. A high quality and award winning Investment Management and Financial Planning company is looking for an Investment Administrator to join their team. Duties will include: - Providing full Financial Services Administrative support. - Responding to all client...


  • London, United Kingdom mbf. Full time

    Financial Planning arm of a leading Investment Management firm are currently seeking to recruit an Investment Administrator to be based out of their City offices on a hybrid basis. The main purpose of the role will be to invest client monies in a timelyand correct manner, support the advisers with new and ongoing business and all associated...


  • London, United Kingdom Close Brothers Group Full time

    **OVERALL SUMMARY** The Investment Administrator’s primary function is to provide administration service support to the HNW team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. They will report directly into the two Investment Directors responsible for the clients, as well...


  • London, United Kingdom Investec Full time

    We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...


  • London, United Kingdom Investec Full time

    We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...


  • London, Greater London, United Kingdom MFS Investment Management Full time

    MFS Investment Management is seeking a skilled Structured Products Research Analyst to join our global research team. The successful candidate will develop investment recommendations for fixed income portfolios managed by MFS, leveraging their expertise in European securitized markets.The RoleConduct in-depth research to generate investment recommendations...


  • London, United Kingdom Quilter Full time

    What the Hiring Manager Says - We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting 3 investment managers and two senior investment administrator. - This work will cover all aspects of administration of the accounts, from opening, working with investment managers during the account’s life,...


  • London, United Kingdom Recruit UK Full time

    **Job Title**: Investment Administrator **Industry**: Investment Management **Location**: London **Salary**: £30,000 - £35,000 **Job Reference**:9020 Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s...


  • London, United Kingdom Investment NSW Full time

    NSW TRADE AND INVESTMENT COMMISSIONER – UK & EUROPEInvestment NSW drives economic growth and prosperity for the people of NSW by bringing together business, government and priority markets to deliver on the government’s strategic priorities and boost the state’s innovation, industry, investment and trade. We do this by:Growing a sustainable and...


  • London, United Kingdom Carousel Consultancy Ltd Full time

    **Investment Management Administrator - Investment Management - City of London - up to £35k (DoE)** - Client Services Executive / Investment Management Administrator / Desk Assistant - Providing administrative support to investment service activities - Approximately 1yr+ office administration experience needed, with a keen interest in financial services /...


  • London, Greater London, United Kingdom British Columbia Investment Management Corporation Full time

    Job OverviewWe are seeking an experienced asset manager to join our Infrastructure & Renewable Resources (I&RR) team. The successful candidate will be responsible for originating and managing investments globally, working closely with our internal teams and external partners to achieve our long-term goals.Key Responsibilities Originating and managing...


  • London, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 6 Months What the Hiring Manager says Level: 2 Department: Quilter Cheviot Location: London Contract type: Fixed Term Contract Contract Duration: 6 months (maternity cover) What the hiring manager says “This is a unique opportunity to join a friendly and ambitious team for a fixed term in an interesting and varied...


  • London, United Kingdom Close Brothers Group Full time

    **OVERALL SUMMARY** The Investment Administrator’s primary function is to provide administration service support to the HNW team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. They will report directly into the investment managers responsible for the...


  • London, United Kingdom eFinancialCareers Full time

    **Investment Operations Administrator/ Accountant (Reconciliation SME)** Our client, a majority partner owned Investment Management firm, is looking for an Investment Administrator/Accountant to join their Investment Support Services team. The main focus of the role will be to will be to maintain electronic reconciliation rules and match criteria to ensure...