Investment Administrator

Annular Group; Manchester; Hybrid; GBP 33,000 - 35,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

Job summary

Annular Group is seeking an Investment Administrator to join its Wealth Management team in Manchester. The role offers hybrid working and a salary of £32,500–£35,000 per year with comprehensive benefits.

You will provide high-quality administrative support to Investment Executives and Managers, ensure regulatory compliance, handle client communications and onboarding, and contribute to smooth fund processing and reporting.

Qualifications

• Previous administration experience, preferably within Financial Services.
• Good understanding of Financial Services and FCA requirements.
• A-level standard including GCSEs in Maths and English.
• Strong attention to detail, accuracy, initiative and adaptability.

Responsibilities

• Client onboarding: Collate client data and documents, enter information into systems, ensure onboarding.
• Client communications: Prepare and distribute valuations, reports, and portfolio information by post or email.
• Funds processing: Process internal movements of funds between portfolios and resolve overdrawn balances per CASS rules.
• Client documentation: Prepare client-facing materials such as review packs and investment proposals.
• Post and correspondence: Manage departmental post and mail merges as required.
• File maintenance: Ensure client files are organised and regulatory compliant.
• Risk and process improvement: Report risks and help improve processes.
• Professional conduct: Uphold Consumer Duty objectives and firm standards.
• Other duties: Carry out reasonable requests from line managers or senior staff.

Skills

Attention to detail

Initiative

Adaptability

Education

A-level standard including GCSEs in Maths and English

Tools

Microsoft Office

Job description

Investment Administrator / Wealth Management Administrator

Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.

Location – Manchester

Hybrid Working

Salary - £32,500 - £35,000 pa.

Comprehensive Benefits Package

Annular Group have a new role available for an Investment Administrator to join an established UK Wealth Management Firm at their central Manchester bssed Location.

The remit of the Investment Administrator

Ensure the Investment Management team operates efficiently by providing high-quality administrative support to Investment Executives and Investment Managers, maintaining regulatory compliance, and delivering excellent client service to help clients meet their investment objectives.

Key Responsibilities

• Client onboarding: Collate client data and documents, accurately enter information into systems, and ensure new clients are fully onboarded.
• Client communications: Prepare and distribute valuations, reports, and other portfolio information to clients or their agents by post or email.
• Funds processing: Process internal movements of funds between portfolios and resolve overdrawn balances promptly in line with CASS rules.
• Client documentation: Prepare client-facing materials such as review packs, investment proposals, and ad-hoc documents requested by Investment Managers.
• Post and correspondence: Manage incoming and outgoing departmental post and complete mail merges and other document tasks as required.
• File maintenance: Ensure client files are organised and meet regulatory requirements.
• Risk and process improvement: Report risks that could harm clients or the firm’s reputation, provide constructive feedback, and help improve processes.
• Professional conduct: Act with integrity and respect, uphold Consumer Duty objectives and the firm’s standards.
• Other duties: Carry out reasonable requests from line managers or senior staff.

Qualifications And Experience

• Experience: Previous administration experience, preferably within Financial Services.
• Knowledge: Good understanding of Financial Services and FCA requirements.
• IT Skills: Confident user of Microsoft Office applications.
• Education: A-level standard including GCSEs in Maths and English.

Attributes: Strong attention to detail, accuracy, initiative, and adaptability