Investment Administrator

Cloudium Systems; Leicester; On-site; GBP 30,000 - 40,000; Full time

Job summary

A growing investment administration firm in the United Kingdom is seeking an Investment Administrator. The role involves managing client investment portfolios, ensuring compliance, and supporting data management projects. Candidates need at least 2 years of experience in administration or financial services, along with strong organizational and communication skills. Proficiency in Microsoft Excel is essential.

Qualifications

• 2+ years' experience in administration or financial services operations.
• Knowledge of pensions, SIPPs, or investment products preferred.
• Strong administrative skills with attention to detail and accuracy.

Responsibilities

• Administer and process non-standard investment transactions.
• Maintain accurate records on client investment portfolios.
• Support annual investment reviews and due diligence processes.

Skills

Organizational skills

Communication skills

Attention to detail

Teamwork

Proficiency in Microsoft Office

Tools

Microsoft Excel

Job description

Are you detail-oriented with experience in administration? If so, we'd love to hear from you!

We're looking for an Investment Administrator to join our growing team. You'll play a key role in the day-to-day administration of our clients' diverse investment portfolios, working closely with consultants, client relationship managers (CRMs), and technical specialists to ensure smooth operations and excellent client service.

What You'll Do

• administer and process non-standard investment transactions and reviews
• maintain accurate records and data on client investment portfolios
• support annual investment reviews and due diligence processes
• liaise with clients, consultants, and CRMs on investment queries and updates
• assist with investment committee preparation and documentation
• process investment applications, transfers, and ongoing administration
• ensure compliance with internal procedures and regulatory requirements
• support data management projects and system improvements

What We're Looking For

Experience and requirements

• 2+ years' experience in administration or financial services operations
• knowledge of pensions, SIPPs, or investment products (preferred)
• strong administrative skills with attention to detail and accuracy
• experience working with investment data and client records
• understanding of basic regulatory requirements (FCA/HMRC awareness helpful)

Skills And Attributes

• excellent organisational skills and ability to manage multiple priorities
• strong communication skills for liaising with clients and colleagues
• proficient in Microsoft Office, particularly Excel for data management
• team player who enjoys collaborative working across departments
• professional approach with discretion when handling client information

Apply now and become a key part of our investment administration team!