Investment Administrator

Redmayne Bentley LLP; Leeds; On-site; GBP 26,000 - 34,000; Full time

Job summary

Redmayne Bentley LLP invites applications for an Investment Administrator role in Leeds. You will be a client-facing point of contact, handling queries via phone, post and email while providing timely admin support to Investment Managers and Executives.

The role offers development within investment management and financial services, with exposure to client journeys, regulatory compliance and high standards of accuracy and service.

Qualifications

• At least 1 year of providing administrative support within a front-office team such as Investments, Wealth Management, Financial Planning or Stockbroking.
• Strong awareness of common Investment Management investment vehicles (Funds, Trusts, ISAs, JISAs)
• Previous experience or exposure to continuous improvement/change initiatives or projects
• Good understanding of back-office processes (i.e. Client Onboarding, Transfers, Client Cash Management) and how they impact client outcomes.

Skills

Adaptable and Resourceful

Client Focused

Collaborative

Detail-Oriented

Embraces Change

Organised

Patient

Proactive

Professional Communication Skills

Job description

It’s an exciting time to join Redmayne Bentley. After recently celebrating our 150th year in business, we are entering the next stage of our firm‑wide strategy — building on our strong heritage while continuing to evolve, improve and invest in the future.

About the Role

Investment Administrators are one of the first points of contact for dealing with queries from our clients as well as providing timely and valuable admin support to our Investment Managers and Executives.

This is an excellent opportunity for an organised and detail-oriented individual looking to develop their career within investment management and financial services.

Your work will play an important role in supporting client journeys, maintaining regulatory compliance, and helping to deliver excellent client outcomes.

You will regularly collaborate with colleagues and gain exposure to a broad range of investment administration activities whilst building your knowledge of our systems, processes and industry best practice.

This is a client-facing role, with client queries coming in via phone, post, and email so we need a confident communicator who can handle these queries clearly and sensitively.

Aligned with our Stand Together and Stand Out culture, you will collaborate openly, offer support to others, and consistently demonstrate a commitment to high standards of accuracy, professionalism, and service.

About the Team

Our award‑winning Leeds Investment Management team is recognised as a key contributor towards our firm’s long-term ambitions.

Within the wider team there are a wide range of experiences and backgrounds, all keen to share their knowledge and collaborate. With specialists in portfolio management, investment research, Training & Competence & investment management, you will find yourself surrounded by people to learn from and welcoming of your input and support.

You would also join a friendly and supportive community of Investment Administrators, both within the Leeds team and the wider branch network, frequently working together to ensure delivery of excellent client outcomes.

What we’re looking for

Qualifications, Experience & Knowledge

• At least 1 year of providing administrative support within a front-office team such as Investments, Wealth Management, Financial Planning or Stockbroking.
• Strong awareness of common Investment Management investment vehicles (Funds, Trusts, ISAs, JISAs)
• Previous experience or exposure to continuous improvement/change initiatives or projects
• Good understanding of back-office processes (i.e. Client Onboarding, Transfers, Client Cash Management) and how they impact client outcomes.

Skills And Behaviours

• Adaptable and Resourceful – applies sound judgement and is proactive to solve problems and react to changing circumstances.
• Client Focused – consistently contributes to delivering excellent client outcomes.
• Collaborative – enjoys being an active part of a supportive environment and working together with colleagues across the firm.
• Detail-Oriented - ensures processes are followed correctly and their work is completed to a consistently high standard of accuracy.
• Embraces Change – is open to suggesting and adopting to new ideas and ways of working.
• Organised – prioritises effectively and deliver high-quality outputs within critical deadlines.
• Patient – provides clear, confident support to clients and colleagues, even during challenging situations.
• Proactive – seeks out opportunities to develop themselves further, solve problems and to contribute to projects and opportunities.
• Professional Communication Skills - able to communicate with clients and colleagues with a positive and professional manner, both in person and over the phone.

What does the future look like?

There are multiple developmental paths for an Investment Administrator at Redmayne Bentley.

Some have moved into managerial or supervisory roles, others into a variety of specialist roles within Investment Management after completing industry qualifications.

Redmayne Bentley has a proud history of internal development and promotion, so there are plenty of options available for you to enjoy a long and varied career with us.

Redmayne Bentley also provides full support for colleagues to achieve further industry standard qualifications, if that is something they wish to do in the future.