JOIN A WELL-RESPECTED INVESTMENT MANAGER WHERE YOUR VOICE MATTERS, YOUR GROWTH IS SUPPORTED, AND THE CULTURE IS BUILT ON COLLABORATION, NOT HIERARCHY.

This is an excellent opportunity for someone with a background in investment or asset management admin who is confident handling client queries, supporting advisers, and keeping operations running smoothly.

WHAT WE’RE LOOKING FOR:

• Knowledge of investment account types such as ISAs, GIAs, SIPPs, Trusts, Charities, and Corporates
• At least 2 years of experience in investment or asset management
• Strong attention to detail and a proactive, problem-solving approach
• Confidence handling multiple tasks and stakeholders in a busy environment
  If you’re looking for a varied and rewarding role in a respected investment firm, this could be the opportunity you’re looking for. Get in touch today!
  Job Type: Fixed term contract
  Contract length: 6 months
  Pay: From £30,000.00 per year

Benefits:

• Company pension

Schedule:

• Monday to Friday
• No weekends

Experience:

• Investment: 1 year (preferred)

Work Location: Hybrid remote in Birmingham B2 5DP
Reference ID: 975

ABOUT THE ROLE:

You will be at the centre of the day-to-day investment process, working closely with Investment Managers, introducers, and internal teams to ensure a seamless experience for clients.

WHAT YOU’LL BE DOING:

• Managing post, client records, and key internal systems
• Supporting onboarding, investment transfers, and internal cash and stock movements
• Processing payment instructions, account amendments, and KYC updates
• Coordinating review packs and meeting preparation for client reviews
• Acting as a key point of contact for client and adviser queries
• Covering responsibilities of the Senior Investment Administrator when needed
• Upholding internal procedures and FCA Conduct Rules