Investment Administrator

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 #J-18808-Ljbffr RGH-Global Ltd