Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support investment management with client onboarding, portfolio changes, and performance data.
- Company: Established investment management firm with a supportive team culture.
- Benefits: Competitive salary, professional development, and a chance to grow your career.
- Why this job: Join a dynamic team and enhance your skills in investment administration.
- Qualifications: Experience in investment administration and strong Excel skills required.
- Other info: Opportunity to work in a hybrid environment with excellent career growth.
The predicted salary is between 36000 - 60000 £ per year.
A growing and well-established investment management firm is seeking an Investment Management Administrator to join its team. This role offers a varied opportunity to support an experienced investment management function, working closely with IFAs, platforms, and internal stakeholders.
Key Responsibilities:
- Providing administrative and technical support to the investment management team
- Onboarding new clients and preparing investment illustrations
- Investing and monitoring new business through to completion
- Implementing model portfolio strategy changes across multiple platforms
- Managing withdrawals, strategy switches, and full surrender requests
- Monitoring transfers and ensuring timely completion
- Maintaining accurate Excel trackers for new business, investments, and withdrawals
- Producing performance data using FE Analytics
- Supporting the management team with AUM reporting and capital flow data
- Assisting with the preparation of factsheets, product materials, and newsletters
- Liaising with platform providers to resolve investment and operational issues
Skills & Experience Required:
- Experience in investment or technical administration
- Strong Excel and general Microsoft Office skills
- Confidence liaising with IFAs and external providers
- High attention to detail and strong organisational skills
- Ability to manage multiple tasks and meet deadlines
- Knowledge of Fusion, 7IM, or Hubwise platforms is desirable
This role would suit someone with a background in investment or wealth management administration who is looking to further develop their technical knowledge within a supportive and professional environment.
Investment Administrator in Manchester employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or join online forums to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to shine! Understand their investment strategies and be ready to discuss how your skills can support their goals. Tailor your answers to show you’re the perfect fit for their team.
✨Tip Number 3
Show off your Excel skills! Since this role requires strong Excel abilities, brush up on your spreadsheet techniques. We suggest creating a portfolio of your work or examples of how you’ve used Excel in previous roles to demonstrate your expertise.
✨Tip Number 4
Apply through our website! We make it easy for you to find the right opportunities. Keep an eye on our job listings and don’t hesitate to apply directly. The more you put yourself out there, the better your chances of landing that Investment Administrator role!
We think you need these skills to ace Investment Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in investment or technical administration, and don’t forget to showcase your strong Excel skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Investment Administrator role. Mention your experience with IFAs and any relevant platforms like Fusion or 7IM.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. You could even mention specific examples of how you've demonstrated this skill in previous roles.
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 shows you’re keen on joining our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Numbers
Brush up on your Excel skills before the interview. Be ready to discuss how you've used Excel in previous roles, especially for tracking investments or managing data. This will show that you’re not just familiar with the software but can also leverage it effectively in an investment administration context.
✨Understand the Role
Make sure you thoroughly understand the key responsibilities listed in the job description. Prepare examples from your past experience that demonstrate your ability to provide administrative support, manage client onboarding, and handle investment monitoring. This will help you articulate how you can add value to their team.
✨Showcase Your Communication Skills
Since you'll be liaising with IFAs and external providers, practice articulating your thoughts clearly and confidently. Think of scenarios where you successfully resolved issues or communicated complex information. This will highlight your interpersonal skills and ability to work collaboratively.
✨Prepare Questions
Have a few insightful questions ready to ask at the end of the interview. Inquire about the firm's approach to model portfolio strategy changes or how they measure success in the investment management team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
