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 Middlesbrough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Grabjobs. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Remote Investment Administrator in Middlesbrough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Grabjobs.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Grabjobs's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Grabjobs
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Grabjobs.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Grabjobs will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Grabjobs employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
