Investment Administrator — Onboarding & Client Reporting (Hybrid)

Confidential; Leeds; Hybrid; GBP 26,000 - 31,000; Full time

Benefits offered by this job

Hybrid working

FTC contract

Job summary

Confidential in Leeds City Centre is seeking an organised Investment Administrator to support Investment Managers with day-to-day administration and client relationship management. The role is a 6-month FTC with hybrid working 2/3 days in the office.

Salary £28,500 per annum. You will prepare client meeting paperwork, valuations and performance reports, onboard clients, and handle enquiries, while ensuring FCA, CASS, and GDPR compliance.

Qualifications

• Strong administration and organisational skills.
• Excellent communication and attention to detail.
• Professional approach to client service and confidentiality.
• Able to manage competing priorities and work effectively within a team.
• Financial services experience desirable, not essential.

Responsibilities

• Prepare client meeting paperwork, valuations and performance reports.
• Support client onboarding, including application forms, transfers and suitability reports.
• Monitor new account openings and keep clients and Investment Managers updated.
• Handle client and third-party enquiries regarding portfolios and accounts.
• Prepare valuations, tax packs, weekly reports and annual performance reviews.
• Liaise with internal teams to resolve queries and gather information.
• Support compliance checks, including anti-money laundering documentation.
• Manage incoming and outgoing post and assist with ad hoc projects.
• Ensure all work complies with internal procedures, FCA and CASS requirements, anti-money laundering and GDPR regulations.

Skills

Administration

Organisation

Communication

Attention to detail

Confidentiality

Client service

Job description

Confidential in Leeds City Centre is seeking an organised Investment Administrator to support Investment Managers with day-to-day administration and client relationship management. The role is a 6-month FTC with hybrid working 2/3 days in the office.

Salary £28,500 per annum. You will prepare client meeting paperwork, valuations and performance reports, onboard clients, and handle enquiries, while ensuring FCA, CASS, and GDPR compliance.