Investment Administrator

RGH-Global Ltd; Maryland; On-site; USD 34,000 - 44,000; Full time

Job summary

RGH-Global Ltd is seeking an Investment Administrator to support Investment Managers in a compliance-driven wealth management environment. Based in Worcester, this office-based role focuses on day-to-day portfolio administration, client service, and accurate data handling to ensure timely execution and compliant records.

You will build client relationships, manage account openings and transfers, and assist with pitches and projects while staying informed on market developments.

Qualifications

• CISI Level 3 qualification (or equivalent) or commitment to achieve.
• Strong proficiency in Word, Excel, and PowerPoint.
• Experience with a wealth management/investment platform is advantageous.
• Excellent customer service and communication skills.
• Ability to work independently and manage priorities.
• High level of accuracy and attention to detail.
• Strong organisational, interpersonal, and team-working skills.
• Sound understanding of regulatory requirements and FCA Conduct Rules.

Responsibilities

• Provide administrative support on complex tasks as directed by the Investment Manager, including file notes, correspondence, and client meeting coordination
• Build and maintain strong client relationships through accurate, timely support — adapting your approach appropriately when working with vulnerable clients
• Handle account opening and closing processes
• Manage stock transfers into accounts and process payments
• Maintain and update static data within the firm's investment platform
• Produce Excel-based reports using platform data
• Place trades on the investment platform based on instructions received from the Investment Manager, ensuring accurate execution and booking
• Take and process client orders for non-complex instruments within the Execution Only Service, ensuring accurate execution and booking
• Support Investment Managers with preparation for client pitches and meetings
• Assist the wider team with ongoing projects and process improvement initiatives
• Undertake technical and regulatory training as required
• Stay proactively informed on industry and market developments

Skills

Customer service

Communication

Organisational skills

Attention to detail

Teamwork

Education

CISI Level 3

Tools

Word

Excel

PowerPoint

Job description

Job Title: Investment Administrator

Location: Worcester (Office Based)

Salary: £25,000 - £33,000 DOE

About the Role

An excellent opportunity has arisen for an Investment Administrator to join a well-established wealth management firm, providing high-quality administrative support to Investment Managers and contributing to positive client outcomes. You'll play a key role in the day-to-day monitoring and administration of client portfolios, working within a compliance-driven framework and collaborating closely with a supportive, experienced team.

Key Responsibilities

• Provide administrative support on complex tasks as directed by the Investment Manager, including file notes, correspondence, and client meeting coordination
• Build and maintain strong client relationships through accurate, timely support — adapting your approach appropriately when working with vulnerable clients
• Handle account opening and closing processes
• Manage stock transfers into accounts and process payments
• Maintain and update static data within the firm's investment platform
• Produce Excel-based reports using platform data
• Place trades on the investment platform based on instructions received from the Investment Manager, ensuring accurate execution and booking
• Take and process client orders for non-complex instruments within the Execution Only Service, ensuring accurate execution and booking
• Support Investment Managers with preparation for client pitches and meetings
• Assist the wider team with ongoing projects and process improvement initiatives
• Undertake technical and regulatory training as required
• Stay proactively informed on industry and market developments

About You

• CISI Level 3 qualification (or equivalent), or a genuine commitment to achieve this within an agreed timeframe
• Strong proficiency in Word, Excel, and PowerPoint
• Prior experience with a wealth management/investment platform is advantageous
• Excellent customer service and communication skills
• Ability to work independently and manage priorities effectively
• High level of accuracy and attention to detail
• Strong organisational, interpersonal, and team-working skills
• Sound understanding of regulatory requirements and client contact boundaries within financial services
• A genuine commitment to acting with integrity, care, and diligence, and to delivering fair, positive outcomes for clients (in line with FCA Conduct Rules)

What\'s on Offer

• Salary of £25,000–£33,000, dependent on experience
• Office-based role in Worcester
• Supportive team environment within a values-led organisation