Back to top

Financial Services



Type of Position: Investment Administrator
Pay: £32-38K

Investment Administrator

Our client is looking for a new Investment Administrator in this London/hybrid working role

Key responsibilities:

  • Assist in ensuring that the discretionary investment management service and the advisory service operate as efficiently and as effectively as possible.
  • Process new business from initial account set-up through to investment and subsequent reporting.
  • Maintain accounts including updating portfolio information, dealing with corporate actions, ensuring that sufficient funds are available for income.
  • Ensure that all correspondence and communications issued to clients are done so in a timely manner.
  • Provide a high level of support to Registered Individuals and clients in response to queries and to assist with processing.
  • Liaise with third party providers, including custodians, product providers and investment houses to assist with operational functionality and processing.
  • Maintain company Buy, Sell and Hold fund lists and ensuring the accuracy of the data held.
  • Maintain internal factsheet databases of all funds currently being recommended by the company in order to assist Registered Individuals when reporting to clients.

Experience and Qualifications:

  • 4+ years of relevant experience of working in investment operations, including a basic understanding of ISA’s, SIPP’s and General Investment accounts.
  • Experience of dealing with functions associated with purchase of unit trusts / OEICs would be advantageous.
  • Experience of working with the Pershing Nexus Complete system would be an advantage though not essential as training will be provided.
  • Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences


If you are interested in this position, please email your CV to 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.