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- Tasks: Support Investment Managers with client accounts and administrative tasks.
- Company: Join a leading national wealth and investment management firm in Birmingham.
- Benefits: Enjoy hybrid working, private medical insurance, and generous holiday allowance.
- Why this job: Be part of a supportive team with clear career progression and professional development opportunities.
- Qualifications: 2+ years in investment administration; strong attention to detail and communication skills required.
- Other info: Full study support for relevant qualifications and various employee perks available.
The predicted salary is between 28800 - 38400 £ per year.
Job Description
Investment Administrator – Wealth Management
Location: Birmingham (Hybrid Working Available)
Salary: Competitive, dependent on experience, up to around £32,000 plus benefits
Job Type: Full-time, Permanent
A leading national wealth and investment management firm is seeking an experienced Investment Administrator to join their Birmingham office. This is a fantastic opportunity to become part of a professional and supportive team, providing high-level administrative support to a group of Investment Managers working with a diverse, high-net-worth client base.
About the Role:
In this role, you will play a crucial part in the day-to-day operations of the investment management team. You’ll assist with client account administration, liaise with custodians and providers, prepare investment reports and documentation, and ensure processes meet both regulatory and internal standards.
Key Responsibilities:
- Provide administrative support to Investment Managers
- Maintain accurate records of client portfolios and transactions
- Prepare reports, investment packs, and valuations
- Assist with account openings, transfers, and general investment admin tasks
- Liaise with clients, custodians, and third-party providers as needed
- Ensure compliance with regulatory procedures and internal policies
- Promote use of digital tools and portals for client engagement
About You:
- 2+ years’ experience in an investment or financial services administrative role
- Strong attention to detail and excellent organisational skills
- Confident communicator, both written and verbal
- Able to manage multiple priorities in a fast-paced environment
- Proficient in Microsoft Office and back-office investment platforms
- Keen to continue professional development – full study support available
Benefits Include:
- Private Medical Insurance
- Group Life Assurance (4x salary)
- Group Income Protection
- Employer pension contributions
- Generous holiday allowance, with the option to purchase additional days
- Fully funded study support for relevant qualifications
- Annual discretionary bonus
- Cycle to Work Scheme, Season Ticket Loan, Health Cash Plan, and more
This is an excellent opportunity to develop your career in investment administration with a firm that offers clear progression, professional support, and a collaborative culture.
Investment Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and investment administration. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work in administrative roles. Attend industry events or join relevant online forums to make connections that could lead to referrals.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel, as it’s crucial for preparing reports and managing data. Consider taking an online course to enhance your proficiency.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and how they operate can help you tailor your approach and show that you’re a good fit for their team.
We think you need these skills to ace Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment or financial services administration. Emphasise your attention to detail, organisational skills, and any specific software or platforms you are proficient in.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your 2+ years of experience and how it aligns with the responsibilities outlined in the job description, particularly your ability to manage multiple priorities.
Highlight Relevant Skills: In your application, clearly outline your communication skills, both written and verbal. Provide examples of how you've successfully liaised with clients or third-party providers in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Investment Administrator role.
How to prepare for a job interview at mbf
✨Know Your Investment Basics
Brush up on your knowledge of investment principles and financial markets. Being able to discuss current trends or recent news in the investment world will show your passion and understanding of the role.
✨Demonstrate Attention to Detail
Since the role requires maintaining accurate records and preparing reports, be prepared to provide examples from your past experience where your attention to detail made a difference. This could be in previous roles or during your studies.
✨Showcase Your Communication Skills
As a confident communicator, you’ll need to liaise with clients and third-party providers. Practice articulating your thoughts clearly and concisely, and consider how you can demonstrate this skill during the interview.
✨Prepare Questions About the Role
Having insightful questions ready shows your genuine interest in the position. Ask about the team dynamics, the tools they use for client engagement, or opportunities for professional development within the firm.
