Investment Administrator

Job Title: Investment Administrator

Location: Liverpool

Salary: Up to £35,000

Reference: 9969

Applicants must have prior IFA Administration experience.

Recruit UK are working with a reputable, long-established wealth management and financial planning firm. With a strong commitment to personalised advice, they support clients in making confident, informed decisions about their financial future.

This business places people at the core of its success. Their team is made up of passionate professionals who believe that great financial advice can genuinely change lives.

Due to internal progression, they are now seeking a proactive Investment Administrator to join their Investment Management team in Liverpool. In this role, you will support Investment Managers and maintain strong client relationships, ensuring a smooth and professional client experience at every stage.

• Provide comprehensive administrative support to Investment Managers
• Build and maintain positive client relationships
• Prepare meeting packs, client valuations, and assist with new business proposals
• Maintain accurate client records using internal systems
• Liaise with operations teams regarding transfers, corporate actions, and account updates

• Competitive salary up to £35,000
• Private medical insurance, life assurance and pension contributions
• Hybrid working (3 days in office / 2 from home once trained)
• Generous annual leave + option to buy additional holiday
• Structured training and support towards professional qualifications (if desired)

• Previous experience within financial services (investment or wealth management preferred)
• Strong communication skills and a commitment to delivering excellent client service
• Highly organised with strong attention to detail
• Working towards (or interested in pursuing) Level 4 Diploma is advantageous
• Knowledge of investments and ISAs is desirable

If you're ready to take the next step in your career and would like to join a supportive, progressive wealth management firm, we'd love to hear from you