Investment Administrator - London (hybrid working)

ZipRecruiter; London; Hybrid; GBP 28,000 - 34,000; Full time

Job summary

An established industry player in wealth management is on the lookout for a skilled investment administrator to enhance their London team. This hybrid role offers the chance to engage with clients and introducers, manage queries, and streamline workflow processes. If you have a background in investment administration and a passion for client relations, this opportunity could be your next career move. Join a forward-thinking firm that values your contributions and offers a competitive salary along with a discretionary bonus scheme and benefits.

Qualifications

• Experience in investment administration within wealth management.
• Ability to manage client queries and payment instructions.

Responsibilities

• Handle client and introducer queries efficiently.
• Assist in meeting preparation and relationship management.

Skills

Client Management

Payment Processing

Relationship Building

Workflow Management

Job description

Job Description

This investment management firm, one of the UK's leading wealth management firms is currently seeking an experienced investment administrator to join their team in London (hybrid working).

In this role you will deal with client and introducer queries, deal with transfers and payment instructions, assist in meeting preparation and building relationships with introducers whilst ensure workflow is effectively managed.

You must have experience working in a similar role within a wealth management or investment management environment dealing with investment managers, advisers and product providers.

Basic salary to £34,000, discretionary bonus scheme and benefits