Investment Administrator

IFA Administrator – Join as an Investment Administrator

Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm? This is a prime opportunity to join a respected, client-centric business looking after HNW individuals. Known for excellence, collaboration, and long-term client relationships, the firm is also proud to have been named “Best Financial Adviser to Work For” three times by Professional Adviser.

This role offers the chance to be part of a dynamic Investment Team where development is nurtured, voices are heard, and progression — including potential future equity ownership — is genuinely on offer.

The Opportunity

The Investment Administrator (officially titled Investment Accounts Executive) plays a pivotal role in supporting the firm’s high-net-worth client base, including individuals, pensions (SIPPs/SSAS), trusts, charities, and corporate clients.

You’ll act as a key liaison for clients, ensuring exceptional administrative support across the full investment lifecycle — from account set-up and portfolio maintenance, to valuations and supporting reviews. You’ll also work closely with Financial Planners, Paraplanners, and Investment Managers to help deliver excellent outcomes, all in line with a collaborative and professional investment strategy.

Why Apply?

• Chartered Firm – Commitment to the highest professional standards.
• People-First Approach – Supportive team environment, with hybrid working post-induction.
• Growth-Oriented – Encouragement and support for qualifications and long-term development.
• Modern Workplace Perks – Flexible benefits and a hybrid working model.
• Clear Career Path – CII study support

Salary & Benefits

Salary: £25,000–£33,000 (DOE + qualifications), Discretionary performance bonus

Pension: 5% employer contribution (increasing with service) + salary sacrifice

Free Onsite Parking

Hybrid Working: After training and induction

Key Responsibilities

• Administer investment accounts, ensuring accuracy and compliance.
• Prepare application and transfer paperwork across multiple platforms (e.g. Pershing, Quilter, Aviva).
• Process investment deals, valuations, reviews, and client reporting.
• Liaise with clients and professional connections via email, phone, and letter.
• Produce investment meeting notes and monitor action points.
• Support Investment Managers with technical tasks including CGT assessments and MWR calculations.

To be considered:

• Experience in a financial services admin role.
• Knowledge of investment products and financial planning.
• Excellent communication and IT skills.