Contact mbf.
mbf.
Investment Administrator
Birmingham, West Midlands
- Hours
- Full Time
- Posted
- 3 hours ago
- Salary
- 25000.00 - 32000.00 GBP Annual
- Recruiter
- mbf.
- Closes
- 28 Oct 2025
- Course
- No
- Contract Type
- Permanent
- Recruiter Type
- Direct Employer
Description
Investment Administrator - Wealth ManagementLocation: Birmingham (Hybrid Working Available)Salary: Competitive, dependent on experience, up to around GBP32,000 plus benefitsJob Type: Full-time, Permanent
A leading national wealth and investment management firm is seeking an experienced Investment Administrator to join their Birmingham office. This is a fantastic opportunity to become part of a professional and supportive team, providing high-level administrative support to a group of Investment Managers working with a diverse, high-net-worth client base.
About the Role:In this role, you will play a crucial part in the day-to-day operations of the investment management team. You'll assist with client account administration, liaise with custodians and providers, prepare investment reports and documentation, and ensure processes meet both regulatory and internal standards.
Key Responsibilities:
Provide administrative support to Investment Managers
Maintain accurate records of client portfolios and transactions
Prepare reports, investment packs, and valuations
Assist with account openings, transfers, and general investment admin tasks
Liaise with clients, custodians, and third-party providers as needed
Ensure compliance with regulatory procedures and internal policies
Promote use of digital tools and portals for client engagement
About You:
2+ years' experience in an investment or financial services administrative role
Strong attention to detail and excellent organisational skills
Confident communicator, both written and verbal
Able to manage multiple priorities in a fast-paced environment
Proficient in Microsoft Office and back-office investment platforms
Keen to continue professional development - full study support available
Benefits Include:
Private Medical Insurance
Group Life Assurance (4x salary)
Group Income Protection
Employer pension contributions
Generous holiday allowance, with the option to purchase additional days
Fully funded study support for relevant qualifications
Annual discretionary bonus
Cycle to Work Scheme, Season Ticket Loan, Health Cash Plan, and more
This is an excellent opportunity to develop your career in investment administration with a firm that offers clear progression, professional support, and a collaborative culture.
Ad ID: 5417315437
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