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: 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.
Remote Investment Administrator in Woking employer: Ortus Psr
Join a prestigious, award-winning Wealth Management firm that prioritises excellence and collaboration, making it an exceptional employer for those in the financial services sector. With a strong focus on employee development and a culture that values every voice, this role as an Investment Administrator offers not only meaningful work with high-net-worth clients but also genuine opportunities for career progression and potential equity ownership. Located in a supportive environment, you will thrive in a team that has been recognised as one of the best places to work in the industry.
