Investment Administrator

6 months ago


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 values and goals.

As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the Investment Manager and be the first point of contact for clients. There is endless opportunities for personal growth and career development in this role, whether you want to stay in the back office side of investments, or eventually become an adviser yourself

Duties will include but not limited to:

- Monitor progress of client cases and liaising with the client and the Investment Managers
- Prompt banking of clients cheques, ensuring funds are cleared correctly
- Support in managing money laundering documents
- General documentation management and ensuring procedures are met

**Benefits**:

- Competitive salary of up to £45,000
- Hybrid working
- Excellent training and development
- 10% pension contribution
- 25 days holiday, rising to 30. +/- 5 days
- Clear progression routes
- Support with professional qualifications
- Bonus/commission scheme
- Attractive benefits package including private medical

**Skills and experience required**:

- Experience working within Financial Planning or Investment Management
- Strong administration skills
- Desire to develop your experience within Investments

Pay: £30,000.00-£35,000.00 per year

**Benefits**:

- Company events
- Company pension
- Financial planning services
- Flexitime
- Free parking
- Health & wellbeing programme
- Private dental insurance
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: 9020



  • 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 Universal Investment Full time

    Unlock New OpportunitiesWe are seeking a seasoned Business Development Professional to drive growth in our Private Assets segment, focusing on Infrastructure, Private Equity, and Private Debt. As a key member of our Sales and Relationship Management team, you will play a pivotal role in shaping our business development strategy and contributing to the...


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

    Trade and Investment Commissioner UK & Europe RoleInvestment NSW is seeking a strategic and commercially astute individual to serve as the Trade and Investment Commissioner (TIC) UK & Europe. Based in London, this senior representative will drive greater engagement and economic opportunities between NSW and the region.About Investment NSWWe are responsible...


  • 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...


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

    Company OverviewInsight Investment is a leading global asset manager dedicated to crafting innovative investment solutions tailored to meet the evolving needs of our clients. With a strong focus on collaboration and expertise, we deliver exceptional investment performance while fostering growth in assets under management.Division Description:The Operations...


  • London Area, United Kingdom Investment NSW Full time

    At Investment NSW, we're driving economic growth and prosperity for the people of NSW by connecting business, government, and priority markets to achieve our strategic priorities and boost the state's innovation, industry, investment, and trade.We do this by:Growing a sustainable and resilient NSW economy through targeted initiativesStimulating the creation...


  • 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 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, 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...

  • Investment Specialist

    3 weeks ago


    London, United Kingdom Asian Infrastructure Investment Bank Full time

    Investment Specialist / Senior Investment Specialist - Infrastructure The Multilateral Cooperation Center for Development Finance (MCDF) is an initiative designed to promote high-quality connectivity and infrastructure investments in developing countries through partnerships. MCDF works in the transport, energy, ICT and cross-border water management sectors....

  • Investment Specialist

    2 weeks ago


    London, United Kingdom Asian Infrastructure Investment Bank Full time

    Investment Specialist / Senior Investment Specialist - Infrastructure The Multilateral Cooperation Center for Development Finance (MCDF) is an initiative designed to promote high-quality connectivity and infrastructure investments in developing countries through partnerships. MCDF works in the transport, energy, ICT, and cross-border water management...


  • London, United Kingdom Investment NSW Full time

    Job Description NSW TRADE AND INVESTMENT COMMISSIONER – UK & EUROPE Investment 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...


  • 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 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 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 (IW&I) seeks to deliver exceptional levels of customer...


  • London, United Kingdom AXA Investment Managers Full time

    Investment Risk Manager (13 Months Fixed Term Contract) 22 Bishopsgate, London - Hybrid At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper. As a...


  • London, United Kingdom Quilter Full time

    What the Hiring Manager Says Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly...


  • London Area, 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 Area, 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...