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1,594

Wealth Management jobs in United Kingdom

Investment Administrator - London

Investment Administrator - London
Blakemore Recruitment
London
GBP 30,000 - 45,000
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Process Improvement Manager - Investment/Wealth Management

Process Improvement Manager - Investment/Wealth Management
ZipRecruiter
Manchester
GBP 45,000 - 65,000

Independent Financial Adviser - 50k- 75k - Hull

Independent Financial Adviser - 50k- 75k - Hull
Ferguson Dean
Kingston upon Hull
GBP 50,000 - 75,000

Salon Admin

Salon Admin
Robert Walters UK
Ashton-under-Lyne
GBP 27,000

Ops Programme or Project Manager

Ops Programme or Project Manager
NextWave Consulting Ltd
Northern Ireland
GBP 40,000 - 70,000
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Investment Analyst – Multi-Assets. Central London

Investment Analyst – Multi-Assets. Central London
RSI London Group
London
GBP 40,000 - 60,000

Software Engineer III- iOS- Nutmeg- Mid Level

Software Engineer III- iOS- Nutmeg- Mid Level
J.P. MORGAN
London
GBP 45,000 - 70,000

Programme Manager

Programme Manager
Tria
London
GBP 100,000 - 125,000
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Financial adviser

Financial adviser
Eden Scott
Ayr
GBP 30,000 - 50,000

Partner - HNW Residential Property

Partner - HNW Residential Property
JMC Legal Recruitment
London
GBP 100,000 - 150,000

Partner - Head of Private Client

Partner - Head of Private Client
JMC Legal Recruitment
London
GBP 100,000 - 150,000

Trainee Financial Adviser

Trainee Financial Adviser
Heat Recruitment
Manchester
Remote
GBP 35,000 - 40,000

IFA Client Administrator

IFA Client Administrator
Evelyn Partners
Manchester
GBP 25,000 - 35,000

Senior Software Engineering Manager (UCX - Unified Client Experience)

Senior Software Engineering Manager (UCX - Unified Client Experience)
Hargreaves Lansdown
London
GBP 80,000 - 120,000

Remote Paraplanner

Remote Paraplanner
Recruitment Solutions (Folkestone) Ltd
Manchester
Remote
GBP 35,000 - 40,000

Technical Paraplanner- Amersham

Technical Paraplanner- Amersham
Blakemore Recruitment
Chesham Bois
GBP 30,000 - 45,000

Independent Financial Adviser - Newbury - 50k- 75k

Independent Financial Adviser - Newbury - 50k- 75k
Recruit UK
Newbury
GBP 50,000 - 75,000

Senior Strategic Account Executive - FSI

Senior Strategic Account Executive - FSI
Menlo Ventures
London
GBP 80,000 - 120,000

Financial Adviser -Plymouth - 50k- 75k

Financial Adviser -Plymouth - 50k- 75k
Recruit UK
Plymouth
Remote
GBP 50,000 - 75,000

Senior Private Client Solicitor - Chichester

Senior Private Client Solicitor - Chichester
Chadwick Nott
Chichester
GBP 58,000 - 80,000

Senior IFA Administrator

Senior IFA Administrator
Recruitment Rebellion
Kidlington
GBP 30,000 - 40,000

Financial Adviser - South West - to 75k

Financial Adviser - South West - to 75k
Recruit UK
Barnstaple
GBP 50,000 - 75,000

Financial Adviser in Cardiff)

Financial Adviser in Cardiff)
Ad Warrior Ltd
Cardiff
GBP 40,000 - 50,000

Financial Adviser

Financial Adviser
Eden Scott
City of Edinburgh
GBP 35,000 - 50,000

Paraplanner

Paraplanner
Michael Page (UK)
Grantham
GBP 30,000 - 40,000

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Investment Administrator - London

Blakemore Recruitment
London
GBP 30,000 - 45,000
Job description

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

d57e4d46c1cf

Job Views:

31

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

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.
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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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