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 excellence and collaboration.
- Benefits: Flexible working, competitive salary, and support for professional qualifications.
- Other info: Clear career progression opportunities, including potential equity ownership.
- Why this job: Join a dynamic team and make a real impact in a people-first environment.
- 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 — 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.
- Clear Career Path – CII study support.
Remote Investment Administrator in Southend-on-Sea employer: Ortus Psr
Join a prestigious Chartered Wealth Management firm that prioritises excellence and collaboration, offering a supportive team environment where your contributions are valued. With a strong commitment to employee growth, including study support for qualifications and a clear career progression path, this is an exceptional opportunity for those looking to make a meaningful impact in the financial services sector. Enjoy modern workplace perks such as hybrid working and flexible benefits while being part of a company recognised as one of the best financial advisers to work for.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Investment Administrator in Southend-on-Sea
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly, especially their approach to client relationships and investment strategies. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Showcase your skills! During interviews, be ready to discuss specific examples of how you've supported high-net-worth clients in the past. Highlight your administrative prowess and how it contributes to excellent client outcomes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Remote Investment Administrator in Southend-on-Sea
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Investment Administrator role. Highlight your financial services background and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share why you’re passionate about working in wealth management and how you can contribute to our client-centric approach. Keep it engaging and personal.
Showcase Your Team Spirit:We love collaboration! In your application, mention any experiences where you’ve worked closely with others to achieve great results. This will show us you’re a perfect fit for our supportive team environment.
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your amazing skills and experiences right away!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your knowledge of investment administration and the specific services offered by the firm. Familiarise yourself with terms like SIPPs, SSAS, and portfolio maintenance. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Client-Centric Approach
Since the firm prides itself on being client-centric, prepare examples from your past experiences where you've gone above and beyond for clients. Highlight how you’ve built relationships and provided exceptional support, as this aligns perfectly with their values.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, growth opportunities, and the firm's approach to client relationships. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Emphasise Team Collaboration
The role involves working closely with Financial Planners and Investment Managers, so be ready to discuss your experience in collaborative environments. Share specific instances where teamwork led to successful outcomes, demonstrating that you can thrive in their supportive culture.
