Investment Administrator

RGH-Global | People Services; Worcester; On-site; GBP 25,000 - 33,000; Full time

Job summary

RGh-Global | People Services is seeking an Investment Administrator in Worcester to provide high-quality administrative support to Investment Managers and contribute to positive client outcomes. The role focuses on day-to-day portfolio administration within a compliance-driven framework, collaborating with a supportive, experienced team.

Key responsibilities include handling account openings/closures, managing stock transfers, and producing Excel reports.

Qualifications

• Proficiency in Word, Excel and PowerPoint is essential.
• Excellent customer service and communication skills.
• Strong accuracy and attention to detail required.
• Ability to manage priorities independently in a compliance-driven environment.

Responsibilities

• Provide administrative support on complex tasks directed by the Investment Manager.
• Maintain client relationships with accurate, timely support.
• Process account openings and closures and handle stock transfers.
• Produce Excel-based reports using platform data.
• Assist with client pitches and meetings and support process improvements.

Skills

Word

Excel

PowerPoint

Client communication

Attention to detail

Time management

Education

CISI Level 3

Tools

Wealth management platform

Job description

An excellent opportunity has arisen for an Investment Administrator to join a well-established wealth management firm, providing high-quality administrative support to Investment Managers and contributing to positive client outcomes. You'll play a key role in the day-to-day monitoring and administration of client portfolios, working within a compliance-driven framework and collaborating closely with a supportive, experienced team.

Key Responsibilities

• Provide administrative support on complex tasks as directed by the Investment Manager, including file notes, correspondence, and client meeting coordination
• Build and maintain strong client relationships through accurate, timely support — adapting your approach appropriately when working with vulnerable clients
• Handle account opening and closing processes
• Manage stock transfers into accounts and process payments
• Maintain and update static data within the firm's investment platform
• Produce Excel-based reports using platform data
• Place trades on the investment platform based on instructions received from the Investment Manager, ensuring accurate execution and booking
• Take and process client orders for non-complex instruments within the Execution Only Service, ensuring accurate execution and booking
• Support Investment Managers with preparation for client pitches and meetings
• Assist the wider team with ongoing projects and process improvement initiatives
• Undertake technical and regulatory training as required
• Stay proactively informed on industry and market developments

About You

• CISI Level 3 qualification (or equivalent), or a genuine commitment to achieve this within an agreed timeframe
• Strong proficiency in Word, Excel, and PowerPoint
• Prior experience with a wealth management/investment platform is advantageous
• Excellent customer service and communication skills
• Ability to work independently and manage priorities effectively
• High level of accuracy and attention to detail
• Strong organisational, interpersonal, and team-working skills
• Sound understanding of regulatory requirements and client contact boundaries within financial services
• A genuine commitment to acting with integrity, care, and diligence, and to delivering fair, positive outcomes for clients (in line with FCA Conduct Rules)

What\'s on Offer

• Salary of £25,000–£33,000, dependent on experience
• Office-based role in Worcester
• Supportive team environment within a values-led organisation