At a Glance
- Tasks: Support the investment team with admin tasks, client meetings, and report preparation.
- Company: Established investment management firm in London with a personal touch.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on relationship-building and client satisfaction.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 5+ years in investment admin, strong organisational skills, and attention to detail.
The predicted salary is between 50000 - 65000 £ per year.
Senior Investment Management Administrator – Private Clients
London (City) | Hybrid – 4 days in the office, 1 day from home | Salary: Competitive
The Firm
Our client is a well-established, partner-owned investment management firm based in the City of London, with a headcount of circa 35 staff and partners. They provide bespoke investment and wealth management services to private clients, combining the investment standards of a large institution with a close, relationship-led service model. The firm also runs a dedicated wealth planning offering, delivering retirement, tax-efficient and estate planning advice to its private client base.
The Role
A great opportunity for an experienced private client investment administrator to join a growing team, providing high-quality administrative support to the Head of Wealth Planning and the wider team.
Key Responsibilities
- Provide administrative support to the team, including diary management, arranging meetings, and responding to client and adviser correspondence.
- Produce accurate and timely reports and presentations for client and internal meetings.
- Prepare client meetings, including agendas, meeting packs, and post-meeting follow up.
- Work with the Head of Wealth Planning to design and implement team processes and procedures.
- Build and maintain strong working relationships with clients, their advisers, and internal colleagues.
- Maintain client records, plans, fees, tasks and activities on the firm's back-office platform.
- Implement advice recommendations, including form completion and liaising with product providers.
- Produce fund switch and withdrawal letters, carrying out the necessary research and documentation.
- Analyse client and provider information, using research tools to support fund performance and illustration comparisons.
- Obtain Letters of Authority (LOAs) and accurate plan information in a timely manner.
- Liaise with third parties and providers to clarify technical points and resolve queries.
- Prepare client valuations and annual review packs.
- Carry out research for advisers as required.
- Support ad hoc projects and tasks across the team.
About You
- 5+ years' administrative experience within investment management or wealth planning for private/HNW clients.
- Excellent administrative and organisational skills, able to manage multiple tasks and priorities.
- Strong numeracy, with excellent attention to detail and accuracy.
- Confident communicator, both written and verbal.
- Able to work on own initiative and take ownership of tasks.
- Proficient in Microsoft Office (Word, Excel, PowerPoint), and comfortable learning firm-specific platforms.
- Collaborative and inclusive approach, comfortable working in a close-knit team.
Investment Assistant in City of London employer: Orla Rose Associates
As a partner-owned investment management firm located in the heart of the City of London, we pride ourselves on fostering a collaborative and inclusive work culture that values each team member's contributions. With a focus on bespoke client services and a commitment to employee growth, we offer competitive salaries, hybrid working arrangements, and opportunities for professional development within a close-knit team of dedicated professionals. Join us to be part of a firm that combines the standards of a large institution with the personal touch of a boutique service.
