Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the Investment Management team with high-quality administrative tasks and client communications.
- Company: Established UK Wealth Management Firm based in Manchester.
- Benefits: Competitive salary, comprehensive benefits package, and hybrid working options.
- Why this job: Join a dynamic team and help clients achieve their investment goals.
- Qualifications: Previous administration experience, preferably in Financial Services, and strong IT skills.
- Other info: Opportunity for professional growth in a supportive environment.
Investment Administrator / Wealth Management Administrator
If the following job requirements and experience match your skills, please ensure you apply promptly.
Location – Manchester
Hybrid Working
Salary – £32,500 – £35,000 pa.
Comprehensive Benefits Package
Annular Group have a new role available for an Investment Administrator to join an established UK Wealth Management Firm at their central Manchester bssed Location.
The remit of the Investment Administrator
Ensure the Investment Management team operates efficiently by providing high-quality administrative support to Investment Executives and Investment Managers, maintaining regulatory compliance, and delivering excellent client service to help clients meet their investment objectives.
Key Responsibilities
* Client onboarding: Collate client data and documents, accurately enter information into systems, and ensure new clients are fully onboarded.
* Client communications: Prepare and distribute valuations, reports, and other portfolio information to clients or their agents by post or email.
* Funds processing: Process internal movements of funds between portfolios and resolve overdrawn balances promptly in line with CASS rules.
* Client documentation: Prepare client-facing materials such as review packs, investment proposals, and ad-hoc documents requested by Investment Managers.
* Post and correspondence: Manage incoming and outgoing departmental post and complete mail merges and other document tasks as required.
* File maintenance: Ensure client files are organised and meet regulatory requirements.
* Risk and process improvement: Report risks that could harm clients or the firm’s reputation, provide constructive feedback, and help improve processes.
* Professional conduct: Act with integrity and respect, uphold Consumer Duty objectives and the firm’s standards.
* Other duties: Carry out reasonable requests from line managers or senior staff.
Qualifications and Experience
* Experience: Previous administration experience, preferably within Financial Services.
* Knowledge: Good understanding of Financial Services and FCA requirements.
* IT Skills: Confident user of Microsoft Office applications. xiskglj
* Education: A-level standard including GCSEs in Maths and English.
Attributes: Strong attention to detail, accuracy, initiative, and adaptability
Investment Administrator employer: Annular Group
Contact Detail:
Annular Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and financial services. We want you to impress with your understanding of the industry, so do your homework and be ready to discuss how you can help clients meet their investment objectives.
✨Tip Number 3
Showcase your attention to detail! During interviews, share examples of how you've maintained accuracy in previous roles. Whether it’s managing client documentation or processing funds, let them know you’re the go-to person for getting things right.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Administrator role. Highlight your previous administration experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: As an Investment Administrator, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Annular Group
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and FCA requirements. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Admin Skills
Prepare examples from your previous experience that highlight your administrative skills, especially in client onboarding and document management. Be ready to explain how you ensure accuracy and compliance in your work.
✨Demonstrate Attention to Detail
Since this role requires a strong focus on detail, think of specific instances where your attention to detail made a difference. Whether it was catching an error or improving a process, share those stories to impress your interviewers.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to client service and risk management. This not only shows your interest but also gives you insight into whether the firm aligns with your values and work style.
