Job Description
Job Description:
Job Title: Investment Administrator
Location: Manchester
Salary: Up to £35,000
REF: 9969
Must have Ifa Admin experience.
Recruit UK is working with a leading UK wealth management and financial planning firm. With decades of expertise, they pride themselves on providing personalised, expert investment management and advice to help clients make confident decisions about their future.
This is a business where people are at the heart of success - a team of passionate professionals united by the belief that great advice changes lives.
As a result of internal promotions, we're seeking an ambitious Wealth Administrator to join their Investment Management team in Manchester. You'll provide full administrative support to Investment Managers and build strong client relationships, ensuring a professional and seamless client experience.
Duties will include, but not be limited to:
- Support Investment Managers to deliver excellent client outcomes
- Build and maintain strong client relationships
- Prepare meeting packs, valuations, and assist with new business pitches
- Maintain accurate client records and back-office systems
- Liaise with operational teams on transfers, corporate actions, and data changes
What's in it for you?
- Competitive salary up to £35,000
- Private medical insurance, life assurance, and pension contributions
- Hybrid working model (3 office / 2 home) after training
- Generous holiday allowance + option to purchase extra days
- Access to structured training & professional qualifications support should you wish to complete them.
Skills/Experience required:
- Previous financial services experience (investment/wealth preferred)
- Strong client service ethic and excellent communication skills
- Highly organised with a key eye for detail
- Studying towards (or keen to pursue) a Level 4 qualification is advantageous
- Knowledge of investments / ISAs desirable
If you're looking to take the next step in your career within investment administration and want to join a supportive, forward-thinking wealth management firm, we'd love to hear from you.
