Investment Administrator in Harrogate

Investment Administrator

Location: Harrogate

Salary: £35,000

Job Type: Permanent, Full-Time

Working Pattern: Hybrid

The Opportunity

Recruit UK is working with an established investment management business in Harrogate to recruit an Investment Administrator to join its Investment Management team.

This is an excellent opportunity for an organised and detail-oriented individual with experience in financial services administration to join a well-established business with a strong reputation for providing high-quality investment management and stockbroking services to private clients.

Working closely with Investment Managers and internal support teams, you will play an important role in ensuring the smooth day-to-day running of the business, delivering an excellent level of client service and maintaining accurate client records.

The successful candidate will be a proactive team player with strong communication skills, a methodical approach and the ability to manage a varied workload in a professional and client-focused environment.

Key Responsibilities

• Provide day-to-day administrative and secretarial support to the Investment Management team, including preparing client correspondence, handling telephone enquiries, compiling reports and maintaining filing systems.
• Maintain accurate client records and files, including setting up new accounts and updating or closing existing records.
• Process client account opening documentation, liaising with Compliance, Operations and Financial Planning teams as required.
• Support the quarterly valuation process by preparing and distributing client valuation letters and emails to clients and third parties.
• Respond to information requests from third parties, including SIPP providers, solicitors and accountants.
• Liaise with the Operations team to coordinate cash movements, including fee payments, ISA subscriptions and spousal transfers.
• Monitor daily cash balances and assist with processing payments to clients and SIPP providers, as well as transfers between accounts.
• Produce management information and reports using Excel, including information drawn from suitability logs.
• Assist Investment Managers with the preparation of client presentations using PowerPoint.
• Provide additional administrative and secretarial support to other investment management teams when required.
• Support reception by answering overflow calls and providing occasional reception cover.
• Maintain an up-to-date understanding of internal procedures, policies and regulatory requirements, completing mandatory compliance training within the required timescales.
• Undertake other duties appropriate to the role and level of responsibility.

About You

We are looking for someone who takes pride in delivering accurate, efficient and professional support. You will be comfortable working independently while also contributing positively to a collaborative team environment.

To be considered for this opportunity, you will ideally have:

• At least one year's experience in a financial services environment, supporting Investment Managers.
• Previous experience in an administrative or secretarial role.
• Strong written and verbal communication skills, with a professional and confident approach to client interactions.
• Excellent attention to detail and the ability to identify issues, ask questions and find practical solutions.
• The ability to prioritise tasks, manage competing deadlines and work effectively under pressure.
• A collaborative approach, alongside the confidence to work independently and use your own initiative.
• Good working knowledge of Microsoft Word, Excel and PowerPoint.
• GCSEs in English and Maths at Grade 5 or above, or an equivalent qualification.

What’s on Offer?

• £35,000 salary
• Hybrid working arrangements.
• Employer pension contribution of 7.5%, with a minimum employee contribution of 3%.
• 25 days' annual leave, plus public holidays.
• The option to buy or sell up to five days of annual leave.
• Private medical insurance, subject to successful completion of probation.
• Group life assurance and income protection insurance.
• Health cash plan.
• Discretionary performance-related bonus.
• Confidential Employee Assistance Programme.
• Two days per year for volunteering.
• Office closure over the Christmas period for three days.
• Further education and professional development support.
• A range of flexible benefits to suit your individual needs.

The Company

Our client is an established independent investment management business based in Harrogate, providing portfolio management and stockbroking services to private clients. With dedicated in-house operational, research and support teams, the business places a strong emphasis on building long-term client relationships and delivering a consistently high standard of service.

The company values creativity, commitment and collaboration, encouraging its employees to contribute ideas, improve processes and work together to achieve the best outcomes for clients.

It is committed to creating an inclusive working environment where individuals are supported to develop their skills and progress their careers.

Interested?

If you have experience in financial services administration and are looking for your next opportunity within investment management, we would love to hear from you.

Apply today to find out more about this Investment Administrator opportunity in Harrogate.