Investment Administrator

mbf.; Guildford; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Hybrid working

Annual discretionary bonus

Career progression

Support with qualifications

Guildford office

Job summary

mbf in Guildford is seeking an Investment Administrator to join a professional team. You will provide high-quality administrative support across investment and financial planning activities, including processing transactions, maintaining client records, and preparing client and adviser documentation. A client-focused environment with strong communication is essential for a successful career development.

Qualifications

• Experience in Financial Services, especially investment, wealth management or financial planning.
• Organised and detail-focused, with strong client‑facing skills.
• Willing to develop industry qualifications.
• Excellent written and verbal communication.

Responsibilities

• Provide administration and support to investment managers.
• Process investment transactions and maintain client records.
• Prepare documentation and correspondence for clients and advisers.
• Liaise with clients, advisers, investment managers and third parties.
• Support the team with new business and ongoing client servicing.
• Ensure administration is completed accurately and within timescales.
• Maintain a high level of client service at all times.

Skills

Financial Services experience

Investment/wealth management

Administrative support

Client service

Communication skills

Attention to detail

Job description

mbf are working with one of the UK's most successful and highly regarded Investment Management and Financial Planning companies, who are looking to appoint an Investment Administrator to join their established team in Guildford.

This is an excellent opportunity for an Investment Administrator, someone with relevant investment/wealth management experience or a financial services administrator who is looking to take the next step in their career.

The Role

Working as part of a professional and supportive team, you will provide high-quality administrative support across a range of investment and financial planning activities.

Key responsibilities will include:

• Providing administration and support to investment managers
• Processing investment transactions and maintaining accurate client records
• Preparing documentation and correspondence for clients and advisers
• Liaising with clients, advisers, investment managers and third parties
• Supporting the team with new business and ongoing client servicing
• Ensuring all administration is completed accurately and within required timescales
• Maintaining a high level of client service at all times

The Person

The successful candidate will ideally have previous experience within Financial Services, particularly within investment, wealth management or financial planning.

The role would suit an experienced administrator looking to develop their career within investments, as well as candidates who are already working towards or interested in gaining further industry qualifications.

You will be organised, detail-focused and comfortable working in a professional, client-focused environment. Strong communication skills and a genuine interest in developing a career within financial services are essential.

What's on offer

• Salary up to £35,000, depending on experience
• Annual discretionary bonus
• Strong company benefits package
• Hybrid working
• Full support towards relevant financial services and market examinations
• Clear opportunities for career progression and development
• The opportunity to work for a highly successful and established financial planning and investment management business
• Professional and supportive working environment
• Guildford-based office

This is a fantastic opportunity for an ambitious individual to join a highly successful business, develop their investment knowledge and build a long-term career within the industry.