Investment Administrator

1 week ago


Glasgow, United Kingdom Idex Full time

One of the UK's largest Wealth Management firms are looking for an Investment Administrator to join their busy and growing team in Glasgow.

Due to the fast paced nature of this role, the business are ideally seeking somebody with recent and relevant experience within an investment/wealth management focused role.

This opportunity would suit somebody who is a confident decision maker who enjoys responsibility within a wider team.

A brief summary of duties include;
- Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently
- Preparation for client meetings and attend as and when required
- Maintain core systems
- Coordinate and produce client valuations

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

**Our Diversity, Equity and Inclusion Mission**

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.



  • Glasgow, United Kingdom MB Fitzgerald Full time

    **Investment Administrator - Glasgow - Salary Negotiable to £35,000 plus company benefits** MBF are currently working with a National Wealth & Investment Management organisation who are looking to recruit a Client Services Administrator to support their Investment Management team. The role is focused on being the primary point of contact for clients,...


  • Glasgow, United Kingdom MB Fitzgerald Full time

    **Investment Administrator - Glasgow - Salary Negotiable to £29,000 plus company benefits** MBF are currently working with a National Wealth & Investment Management organisation who are looking to recruit a Suitability Administrator to support their Investment Management team. Job purpose: To provide a first-class Suitability advice and processing service...


  • Glasgow, United Kingdom Quilter Full time

    About the Business 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 personalised...


  • Glasgow, United Kingdom Succession Wealth Full time

    **Investment Operations/Platform Administrator** **Basic salary up to £27,000 (DOE)** **Highly competitive benefits package** **Hybrid working partly from our central Glasgow office and partly from home** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’...


  • Glasgow, United Kingdom Meraki Full time

    Meraki Talent are seeking an experienced Senior Investment Operations Administrator for a long term opportunity within a migrations team. The team are responsible for the re-registration of client assets; including securities and unit trusts. Our client are looking for an experienced and diligent team player who can oversee the transfer process and escalate...


  • Glasgow, United Kingdom eFinancialCareers Full time

    Meraki Talent are seeking an experienced Senior Investment Operations Administrator for a long term opportunity within a migrations team. The team are responsible for the re-registration of client assets; including securities and unit trusts.Our client are looking for an experienced and diligent team player who can oversee the transfer process and escalate...


  • Glasgow, United Kingdom Search Consultancy Full time

    Investment Technical Specialist Glasgow Permanent Circa £36,000 - £40,000 per annum Investment Technical Specialist - Experience in Financial services and Fund/NAV Administration/management - Great communication ability - Relevant level 3 FCA recognised professional qualification e.g. CISI Investment Operations Certificate - required - Knowledge of...


  • Glasgow, United Kingdom Transmission Investment Full time

    Join to apply for the Project Controls Associate role at Transmission Investment Join us as Project Controls Associate, a key member of the Delivery team responsible for supporting management and delivery of project schedule, risk, budget and document management for major capital projects within the Company. About Transmission Investment: Founded in 2011,...


  • Glasgow, United Kingdom BNP Paribas Full time

    **Trainee - Middle Office Administrator - Asset Servicing - Glasgow - 12 Month Fixed Term Contract** BNP Paribas is the European Union’s leading bank and a key player in international banking. We operate in 65 countries and employ 190,000 people, including nearly 145,000 in Europe. Our Group holds key positions in its three main fields of activity:...


  • Glasgow, United Kingdom Meraki Full time

    Meraki Talent are seeking an Operations Administrator to join an existing team within Glasgow. As part of this role, you will be dealing with duties associated with ex-custody functions, prioritising client requirements, in line with regulatory guidelines and procedures. Key duties will include; - Collating and analysing custodian data - Proactively...