At a Glance
- Tasks: Administer investment accounts and support high-net-worth clients with exceptional service.
- Company: Award-winning Wealth Management firm known for excellence and collaboration.
- Benefits: Competitive salary, hybrid working, pension contributions, and performance bonuses.
- Other info: Clear career path with support for qualifications and long-term development.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Experience in financial services admin and knowledge of investment products required.
The predicted salary is between 25000 - 33000 £ per year.
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.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Investment Administrator in Exeter
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Grabjobs, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Grabjobs.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Grabjobs.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Grabjobs, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Remote Investment Administrator in Exeter
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Grabjobs want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Grabjobs.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Grabjobs will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Grabjobs. Numbers speak louder than words!
How to prepare for a job interview at Grabjobs
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Grabjobs want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withGrabjobs.
