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Investment Administrator

Recruit UK | Certified B Corp™

Greater London

On-site

GBP 30,000 - 60,000

Full time

17 days ago

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Job summary

An established industry player in investment management is seeking a passionate Investment Administrator for a 12-month contract. This role offers a unique opportunity to work closely with clients and the Investment Manager, ensuring compliance and managing administrative processes. With a focus on ethical investments, the firm values personal growth and career development, making it an exciting place for professionals looking to advance in the financial services sector. Join a dynamic team where your contributions will directly impact client satisfaction and investment success.

Qualifications

  • Experience in a similar position within Investment Management is essential.
  • Strong communication and client-facing skills are required.

Responsibilities

  • Liaise with clients and maintain ongoing relationships.
  • Manage the full administration process for investments.
  • Understand client suitability requirements and support the Investment Manager.

Skills

Investment Management Experience
Strong Communication Skills
Client-Facing Experience

Job description

Director at Recruit UK - Financial Services Recruitment Specialists

Job Title: Investment Administrator - 12 month FTC

Location: London

Job Reference: 9147

Recruit UK is working with a longstanding and highly successful investment management firm, who are pioneers in ethical investments and developing unique propositions to align with each client’s values and goals. This role is an initial 12-month FTC.

As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the Investment Manager and be the first point of contact for clients. There are endless opportunities for personal growth and career development in this role, whether you want to stay in the back office side of investments or eventually become an adviser yourself!

Duties will include but are not limited to:

  • Liaise with clients and maintain ongoing relationships
  • Manage the full administration process
  • Understand client suitability requirements and support the IM
  • Adhere to compliance regulations
  • Support with the junior administrators

Skills and experience required:

  • Experience working in a similar position within Investment Management (essential)
  • Strong communication and client-facing experience

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may, however, retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Administrative and Finance

Industries

Investment Management

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