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1,594

Wealth Management jobs in United Kingdom

Investment Administrator

Investment Administrator
Ortus PSR
East Midlands
GBP 25,000 - 33,000
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Independent Financial Adviser

Independent Financial Adviser
Contract Personnel Limited
Cambridgeshire and Peterborough
GBP 30,000 - 45,000

Pensions Specialist

Pensions Specialist
Alexander Mae HR
Scotland
GBP 38,000 - 55,000

Paraplanner with a route to an advisor, Uxbridge, Middlesex, Hybrid

Paraplanner with a route to an advisor, Uxbridge, Middlesex, Hybrid
Financial Divisions
United Kingdom
GBP 30,000 - 50,000

Audit manager

Audit manager
Michael Page
United Kingdom
GBP 45,000 - 65,000
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Client Relationship Manager -IFA Administrator - Luton - up to GBP32k

Client Relationship Manager -IFA Administrator - Luton - up to GBP32k
Financial Divisions
Luton
GBP 25,000 - 40,000

Paraplanner

Paraplanner
Ortus PSR
Scotland
GBP 35,000 - 46,000

Privacy Associate

Privacy Associate
Nutmeg Saving and Investment Limited
London
GBP 40,000 - 70,000
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Accounts Administrator

Accounts Administrator
Charles Stanley & Co
Chelmsford
GBP 25,000 - 35,000

Servicing Financial Adviser, Sheffield (Hybrid Working Available), Up

Servicing Financial Adviser, Sheffield (Hybrid Working Available), Up
Financial Divisions
United Kingdom
GBP 50,000

Audit manager

Audit manager
Page Personnel
Holmfirth
GBP 40,000 - 60,000

Client Support Manager

Client Support Manager
IDEX Consulting
Harrogate
GBP 40,000 - 55,000

Advice Operations Training Lead (L&D)

Advice Operations Training Lead (L&D)
IDEX Consulting
United Kingdom
GBP 50,000 - 70,000

Lead Product Designer

Lead Product Designer
Consortia
London
GBP 60,000 - 90,000

Trainee Accountant (AAT)

Trainee Accountant (AAT)
Graduate Recruitment Bureau
Brighton
GBP 20,000 - 26,000

HR Apprentice

HR Apprentice
Groupe BPCE
London
GBP 22,000 - 30,000

Adviser Support

Adviser Support
Heat Recruitment
London
GBP 30,000 - 38,000

Financial Planner

Financial Planner
IDEX Consulting
Birmingham
GBP 40,000 - 60,000

Tax Manager- Wealth Management Firm, Offices Near Hemel Hempstead, Up

Tax Manager- Wealth Management Firm, Offices Near Hemel Hempstead, Up
Financial Divisions
Hemel Hempstead
GBP 40,000 - 60,000

Desk Based Financial Planner

Desk Based Financial Planner
Capio Recruitment Financial Planning
Lancashire
GBP 40,000 - 45,000

Desk Based Financial Planner

Desk Based Financial Planner
Capio Recruitment Financial Planning
Fareham
GBP 40,000 - 45,000

Employee Benefits Administrator

Employee Benefits Administrator
Switch Recruitment
England
GBP 25,000 - 35,000

Entry Level Financial Administrator-Radlett-GBP18,000-GBP25,000 (Depending

Entry Level Financial Administrator-Radlett-GBP18,000-GBP25,000 (Depending
Financial Divisions
Radlett
GBP 18,000 - 25,000

Financial Administrator (Private Wealth Management), Near Chelmsford,

Financial Administrator (Private Wealth Management), Near Chelmsford,
Financial Divisions
Chelmsford
GBP 25,000 - 30,000

Paraplanner

Paraplanner
Flair for Recruitment
Scotland
GBP 35,000 - 55,000

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Investment Administrator

Ortus PSR
East Midlands
GBP 25,000 - 33,000
Job description

IFA Administrator - Join as an Investment Administrator

Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm? This is a prime opportunity to join a respected, client-centric business looking after HNW individuals. Known for excellence, collaboration, and long-term client relationships, the firm is also proud to have been named "Best Financial Adviser to Work For" three times by Professional Adviser.

This role offers the chance to be part of a dynamic Investment Team where development is nurtured, voices are heard, and progression - including potential future equity ownership - is genuinely on offer.

The Opportunity

The Investment Administrator (officially titled Investment Accounts Executive) plays a pivotal role in supporting the firm's high-net-worth client base, including individuals, pensions (SIPPs/SSAS), trusts, charities, and corporate clients.

You'll act as a key liaison for clients, ensuring exceptional administrative support across the full investment lifecycle - from account set-up and portfolio maintenance, to valuations and supporting reviews. You'll also work closely with Financial Planners, Paraplanners, and Investment Managers to help deliver excellent outcomes, all in line with a collaborative and professional investment strategy.

Why Apply?

  • Chartered Firm - Commitment to the highest professional standards.
  • People-First Approach - Supportive team environment, with hybrid working post-induction.
  • Growth-Oriented - Encouragement and support for qualifications and long-term development.
  • Modern Workplace Perks - Flexible benefits and a hybrid working model.
  • Clear Career Path - CII study support

Salary & Benefits

Salary: GBP25,000-GBP33,000 (DOE + qualifications), Discretionary performance bonus

Pension: 5% employer contribution (increasing with service) + salary sacrifice

Free Onsite Parking

Hybrid Working: After training and induction

Key Responsibilities

  • Administer investment accounts, ensuring accuracy and compliance.
  • Prepare application and transfer paperwork across multiple platforms (e.g. Pershing, Quilter, Aviva).
  • Process investment deals, valuations, reviews, and client reporting.
  • Liaise with clients and professional connections via email, phone, and letter.
  • Produce investment meeting notes and monitor action points.
  • Support Investment Managers with technical tasks including CGT assessments and MWR calculations.

To be considered:

  • Experience in a financial services admin role.
  • Knowledge of investment products and financial planning.
  • Excellent communication and IT skills.
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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