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.
About the role
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.
