Investment Admin Specialist | Hybrid 2/3 days | 6m FTC

Huntress; Leeds; Hybrid; GBP 24,000 - 33,000; Full time

Job summary

Huntress is seeking an organised and detail-focused Administrator to join our Leeds City Centre team. Hybrid role—2/3 days WFH—with a 6‑month FTC and potential permanent placement, salary £28,500.

You will support Investment Managers with day-to-day administration, client onboarding, and relationship management; prepare valuations and reports; handle inquiries; and ensure compliance with FCA, CASS and GDPR while delivering excellent client service.

Qualifications

• Strong administration and organisational skills.
• Excellent communication and attention to detail.
• Professional approach to client service and confidentiality.
• Able to manage competing priorities and work effectively within a team.
• Financial services experience desirable, not essential.

Responsibilities

• Prepare client meeting paperwork, valuations and performance reports.
• Support client onboarding, including application forms, transfers and suitability reports.
• Monitor new account openings and keep clients and Investment Managers updated.
• Handle client and third-party enquiries regarding portfolios and accounts.
• Prepare valuations, tax packs, weekly reports and annual performance reviews.
• Liaise with internal teams to resolve queries and gather information.
• Support compliance checks, including anti-money laundering documentation.
• Manage incoming and outgoing post and assist with ad hoc projects.
• Ensure all work complies with internal procedures, FCA and CASS requirements, anti-money laundering and GDPR regulations.

Job description

Huntress is seeking an organised and detail-focused Administrator to join our Leeds City Centre team. Hybrid role—2/3 days WFH—with a 6‑month FTC and potential permanent placement, salary £28,500.

You will support Investment Managers with day-to-day administration, client onboarding, and relationship management; prepare valuations and reports; handle inquiries; and ensure compliance with FCA, CASS and GDPR while delivering excellent client service.