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: Remote work, career progression, and potential equity ownership.
- Other info: Be part of a respected firm with a focus on client relationships.
- 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.
Remote Investment Administrator in Wakefield employer: Ortus Psr
Join a dynamic wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on what you do best – advising clients. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.
