At a Glance
- Tasks: Support high-net-worth clients with exceptional administrative services throughout the investment lifecycle.
- Company: Award-winning Wealth Management firm known for client-centric values and collaboration.
- Benefits: Remote work, career progression opportunities, and potential equity ownership.
- Other info: Recognised as 'Best Financial Adviser to Work For' three times.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: Experience in financial services and strong administrative skills.
The predicted salary is between 30000 - 40000 £ per year.
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 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.
