Investment Administrator

Investment Administrator - Wealth Management
Location: Birmingham (Hybrid Working Available)
Salary: Competitive, dependent on experience, up to around £32,000 plus benefits
Job Type: Full-time, Permanent

A leading national wealth and investment management firm is seeking an experienced Investment Administrator to join their Birmingham office. This is a fantastic opportunity to become part of a professional and supportive team, providing high-level administrative support to a group of Investment Managers working with a diverse, high-net-worth client base.

About the Role:
In this role, you will play a crucial part in the day-to-day operations of the investment management team. You’ll assist with client account administration, liaise with custodians and providers, prepare investment reports and documentation, and ensure processes meet both regulatory and internal standards.

Key Responsibilities:

• Provide administrative support to Investment Managers

• Maintain accurate records of client portfolios and transactions

• Prepare reports, investment packs, and valuations

• Assist with account openings, transfers, and general investment admin tasks

• Liaise with clients, custodians, and third-party providers as needed

• Ensure compliance with regulatory procedures and internal policies

• Promote use of digital tools and portals for client engagement

About You:

• 2+ years’ experience in an investment or financial services administrative role

• Strong attention to detail and excellent organisational skills

• Confident communicator, both written and verbal

• Able to manage multiple priorities in a fast-paced environment

• Proficient in Microsoft Office and back-office investment platforms

• Keen to continue professional development - full study support available

Benefits Include:

• Private Medical Insurance

• Group Life Assurance (4x salary)

• Group Income Protection

• Employer pension contributions

• Generous holiday allowance, with the option to purchase additional days

• Fully funded study support for relevant qualifications

• Annual discretionary bonus

• Cycle to Work Scheme, Season Ticket Loan, Health Cash Plan, and more

This is an excellent opportunity to develop your career in investment administration with a firm that offers clear progression, professional support, and a collaborative culture.