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For Companies At a Glance
- Tasks: Support high-net-worth clients with investment accounts and administrative tasks.
- Company: Join a prestigious, award-winning Wealth Management firm known for excellence and client care.
- Benefits: Enjoy hybrid working, competitive salary, performance bonuses, and a supportive team environment.
- Why this job: Be part of a dynamic team with growth opportunities and a people-first culture.
- Qualifications: Experience in financial services admin and knowledge of investment products required.
- Other info: Potential for future equity ownership and ongoing professional development.
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.
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.
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Investment Administrator employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Familiarise yourself with the specific investment platforms mentioned in the job description, such as Pershing, Quilter, and Aviva. Understanding how these systems work will give you a significant edge during interviews, as you'll be able to discuss your experience or knowledge of them confidently.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work in wealth management. Attend industry events or join relevant online forums to connect with individuals who can provide insights about the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your knowledge of high-net-worth client needs and the types of investment products available. Being able to articulate how you can meet the unique requirements of HNW individuals will demonstrate your suitability for the role and your commitment to client-centric service.
✨Tip Number 4
Prepare to discuss your previous administrative experiences in detail, especially those related to investment accounts. Highlight any specific achievements or challenges you've overcome that relate to accuracy and compliance, as these are crucial aspects of the Investment Administrator role.
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 financial services administration. Focus on your knowledge of investment products and any specific roles you've held that relate to the responsibilities of an Investment Administrator.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your understanding of their client-centric approach and how your skills align with their needs, particularly in supporting high-net-worth clients.
Highlight Relevant Skills: In your application, emphasise skills such as attention to detail, communication, and your ability to work collaboratively with Financial Planners and Investment Managers. These are crucial for the role and should be clearly articulated.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your professionalism and attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of investment products and financial planning. Be prepared to discuss specific examples from your past experience that demonstrate your knowledge and how it can benefit the firm.
✨Demonstrate Attention to Detail
As an Investment Administrator, accuracy is key. During the interview, highlight instances where your attention to detail has positively impacted your work, especially in administrative tasks or compliance-related activities.
✨Emphasise Your Client Liaison Skills
Since the role involves liaising with high-net-worth clients, be ready to share examples of how you've successfully managed client relationships in the past. Focus on your communication skills and ability to provide exceptional service.
✨Prepare for Technical Questions
Expect questions related to investment processes, such as account set-up, valuations, and reporting. Familiarise yourself with the platforms mentioned in the job description, like Pershing and Quilter, to show your readiness for the role.
