Non-Standard Investment Specialist

7 days ago


Leicester, Leicester, United Kingdom Mattioli Woods Full time

Midlands

Full-Time | Competitive Salary + Benefits

Are you detail-oriented with experience in administration? If so, we'd love to hear from you

We're looking for a Non-Standard Investment Administrator to join our growing team. You'll play a key role in the day-to-day administration of our clients' diverse investment portfolios, working closely with consultants, client relationship managers (CRMs), and technical specialists to ensure smooth operations and excellent client service.

What you'll do

administer and process non-standard investment transactions and reviews

maintain accurate records and data on client investment portfolios

support annual investment reviews and due diligence processes

liaise with clients, consultants, and CRMs on investment queries and updates

assist with investment committee preparation and documentation

process investment applications, transfers, and ongoing administration

ensure compliance with internal procedures and regulatory requirements

support data management projects and system improvements

What we're looking for

Experience and requirements

  • 2+ years' experience in administration or financial services operations
  • knowledge of pensions, SIPPs, or investment products (preferred)
  • strong administrative skills with attention to detail and accuracy
  • experience working with investment data and client records
  • understanding of basic regulatory requirements (FCA/HMRC awareness helpful)

Skills and attributes

  • excellent organisational skills and ability to manage multiple priorities
  • strong communication skills for liaising with clients and colleagues
  • proficient in Microsoft Office, particularly Excel for data management
  • team player who enjoys collaborative working across departments
  • professional approach with discretion when handling client information

Apply now and become a key part of our investment administration team



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