Administrator

Job title: Administrator

Location: Bournemouth

Salary: £28,000

Ref: 9973

Recruit UK are working with a highly respected wealth management firm who are seeking a confident, detail-oriented Investment administrator to join their busy Bournemouth office.

This is a fantastic opportunity to join a collaborative and professional investment management team, supporting experienced Investment Managers in delivering outstanding service to private clients. The role offers excellent scope for development, with the potential to gain industry qualifications and progress your career in wealth management.

The Role:

As an Investment administrator, you'll provide essential administrative and organisational support to the team. This is a varied and engaging role where you'll work closely with clients, operations teams, and financial professionals to maintain accurate records, process investments, and ensure a seamless client experience.

Duties include, but not limited to:

• Provide administrative support to Investment Managers.
• Open and maintain client accounts, ensuring all AML and compliance requirements are met.
• Manage client records.
• Assist in preparing suitability reports and investment reviews.
• Liaise with internal team on cash movements, transactions, and settlements.
• Handle client queries professionally and build strong client relationships.
• Prepare documentation and materials for client meetings.
• Assist with projects such as client events and regulatory information updates.

Skills and experience required:

• GCSEs (or equivalent) including Maths and English; A-Levels preferred.
• Industry qualifications such as the Investment Operations Certificate (IOC) are beneficial but not essential.
• Previous experience in financial services or investment administration advantageous.
• Strong IT and administrative skills, with the ability to multitask effectively.
• Excellent written and verbal communication skills.
• Numerate, accurate, and detail-oriented.
• Able to work well both independently and within a team.
• Enthusiastic, professional, and adaptable, with a proactive approach to problem-solving.
• A general understanding of the stock market or investment operations is desirable.

Benefits:

• Competitive salary of £28,000
• Progression and development
• 25 days holiday, rising with service +/- 5 days
• 10% pension contribution
• 4x death in service
• Private health insurance
• Flexible benefits scheme
• A friendly and inclusive working environment
• Hybrid working (past training/probation)

If you're an organised, motivated individual looking to develop your career in wealth management within a supportive and professional environment, apply today to join this leading investment management team in Bournemouth.