Investment Desk Administrator , Wealth Management , IAD

JR United Kingdom; Slough; On-site; GBP 35,000 - 50,000; Full time

Job summary

A prestigious Wealth Management firm in Slough is seeking an Investment Desk Administrator to support its Investment Management team. The role involves managing relationships with high-net-worth clients, ensuring the smooth execution of investment trades, and preparing detailed investment reports. Ideal candidates will possess strong analytical skills and a Level 4 investment competency qualification, with at least three years in a similar position.

Qualifications

• Minimum 3 years’ experience in a similar role.
• Strong analytical and numeracy skills.
• Excellent communication and organizational abilities.

Responsibilities

• Initiate and monitor investment trades, ensuring completion and settlement.
• Prepare documentation for client meetings and investment reviews.
• Facilitate onboarding, account setup, and maintain client documentation.

Skills

Analytical skills

Numeracy skills

Written communication

Verbal communication

Organizational abilities

Self-motivation

Education

Level 4/RDR UK investment competency - IAD

Job description

Social network you want to login/join with:

Investment Desk Administrator , Wealth Management , IAD, slough

col-narrow-left

Client:

JJ SEARCH LIMITED

Location:

slough, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

col-wide

Job Description:

The Company:

An established Wealth Management firm, specializing in High Net Worth clients and Investment Management.

The Role:

This is a fantastic opportunity for an Investment Desk Administrator to assist a successful Investment Management team with managing clients for a reputable Wealth Management business. You will support the growth of this team by servicing relationships with HNW clients who have investment portfolios.

The Investment Desk Administrator will initiate, monitor, and ensure the full completion and settlement of investment trades, assisting with portfolios.

You will help with the annual review of private clients' investment objectives and restrictions, attend private client meetings as required, and support new business development.

Responsibilities include preparing documents for client meetings, investment reviews, and producing bespoke monthly and quarterly investment reports.

Managing private client communication and dispatching reports such as quarterly valuations and tax packs.

Facilitating client onboarding, account setup, lifecycle events, and maintaining up-to-date client documentation.

The Candidate:

Minimum 3 years’ experience in a similar private client support, wealth management, or investment support role.

Level 4/RDR UK investment competency - IAD (Investment Advice Diploma).

Strong analytical and numeracy skills.

Excellent written and verbal communication skills, with strong organizational abilities.

Ability to work independently and use initiative.

Team-oriented with a flexible approach.

Self-motivated with a focus on achieving goals to improve performance.