Wealth Management jobs in United Kingdom

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Blakemore Recruitment

London, United Kingdom

Other

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Yes

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d57e4d46c1cf

31

22.06.2025

06.08.2025

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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.