Portfolio Administrator

Job Role: Portfolio / Investment Administrator

Industry: Investment Management

Location: London

Salary: Up to £40,000 (flexible for highly experienced candidates)

Job Reference: 10436

Recruit UK is supporting an excellent financial services firm with a hire for their London office. They’re looking to hire an experienced Investment / Portfolio Administrator to join their team.

This Investment Administrator position would suit an experienced Wealth Planning administrator or Financial Services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support.

Key Responsibilities

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• Act as PoC for complex technical queries from clients, IMs, and IFAs
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• Assist with client and introducer queries via phone and email
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• Support with opening and maintaining client portfolios
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• Process payment instructions, asset sales, and verification call-backs
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• Update client KYC information and process account amendments
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• Support the Senior Investment Administrator/s with work allocation and checking activities
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Benefits

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• Salary up to £40,000 (DoE)
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• 6% Employer pension contribution
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• Life, Income & Critical Illness protection
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• Private medical & dental insurance
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• Discounts on investment solutions
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• 30 days holiday allowance + buy/sell options
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• Hybrid work model (3:2)
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Skills & Experience Required

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• Circa 3 years’ experience within Wealth Management or Investment Management administration
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• Strong understanding of the financial services industry
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• Confident in communicating with clients, providers, and internal stakeholders
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If you’re interested in exploring this Investment Administrator opportunity further, apply today!