Investment Administrator - London

Blakemore Recruitment; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A well-established National Financial Planning company in London is seeking an Investment Administrator as part of their team expansion. The successful candidate will support investment analysts with administrative tasks and ensure excellent service delivery to their high net worth clients. This role offers opportunities for professional development towards investment qualifications.

Qualifications

• At least three years’ experience in a related role.
• Strong proficiency in Microsoft Excel, including macros.
• Experience in rebalancing portfolios/funds.

Responsibilities

• Support Analysts in conducting investment research.
• Manage the monthly investment update ensuring accuracy.
• Update portfolio factsheets monthly.

Skills

Microsoft Excel

FE Analytics

Portfolio Rebalancing Experience

Proactiveness

Data Management

Job description

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

d57e4d46c1cf

Job Views:

31

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

We are currently recruiting for a National Financial Planning company that is looking to hire an Investment Administrator in their London office.

The company is an award-winning team of Independent Financial Advisers providing a personal, independent, and bespoke wealth management service to high net worth clients.

The Role

This is an exciting opportunity as part of their expansion of the investment team. They seek a proven administrator eager to develop professionally towards investment qualifications and establish a career in investments. The role involves supporting investment analysts and the investment committee with administrative tasks to ensure excellent service to clients.

Key Responsibilities

• Support Analysts in conducting investment research.
• Manage the monthly investment update sent to the wider business, ensuring accuracy and timeliness.
• Update portfolio factsheets monthly.
• Ensure all platforms and internal systems are updated following portfolio rebalances.
• Liaise with stakeholders during portfolio rebalancing to provide necessary information.
• Act as a point of contact for adviser investment queries.
• Keep internal systems updated with changes in buy lists and on-panel products.

Knowledge, Skills & Experience

• At least three years’ experience in a related role.
• Proficiency in FE Analytics.
• Strong Microsoft Excel skills, including macros and handling large data sets.
• Self-motivated with the ability to manage workload independently.
• Experience in rebalancing portfolios/funds.
• Experience with multiple investment platforms.
• Proactive in identifying improvement areas.
• Progress towards industry-recognized qualifications is a plus.