At a Glance
- Tasks: Manage client lifecycle and support investment teams for excellent service delivery.
- Company: Leading UK wealth management firm with a focus on client experience.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for growth in a collaborative setting.
- Why this job: Be the key contact for clients and make a real difference in their investment journey.
- Qualifications: Experience in financial services administration and strong attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
We are working with a leading UK wealth management and investment services firm who is seeking an Investment Administrator to support its investment teams and deliver an excellent client experience.
This client-facing position acts as the main contact for client lifecycle administration, ensuring smooth end-to-end service delivery. You will support investment managers and operate within a centrally managed framework while working closely with local teams.
Key responsibilities include:
- Managing the full client lifecycle (onboarding, account opening, transfers, payments, amendments, valuations)
- Acting as the main point of contact for administrative queries and client support
- Supporting client meetings and handling administration discussions
- Producing client documentation, summaries, and welcome letters
- Managing complex cases such as estates, deceased clients, and probate
- Ensuring accurate data and system maintenance
- Identifying process improvements and supporting operational efficiency
About you:
- Experience in a financial services administration role (end-to-end lifecycle preferred)
- Client-facing experience desirable
- Understanding of financial services products and regulations
- Investment Operations Certificate (desirable)
- Strong attention to detail and collaborative approach
Apply today if this sounds like the right opportunity for you.
Investment Administrator in Gloucester employer: Flair for Recruitment
Join a dynamic financial services organisation that prioritises employee growth and development. With a competitive salary and benefits package, you will thrive in a supportive and collaborative work environment, where your leadership skills will be nurtured and your contributions to operational excellence are valued. This role offers the chance to lead a high-performing team while enjoying ongoing professional development opportunities in a rapidly growing sector.
