Average Investment Administrator salary in the UK

Mbf are working with one of the UK's largest and most successful Investment Management & Financial Planning organisations to recruit an Investment Management Administrator. Our client has a stellar reputation, they have offices across the country and are an exciting business to work for. We are currently seeking a dynamic & hardworking Investment Administrator who will work alongside successful Investment Managers. This is a fantastic opportunity working with Senior IMs providing comprehensive support and ensuring the HNW client bank receives the highest level of service. This is an exciting opportunity to be a key contributor to a top performing team within a renowned financial organisation. Responsibilities: Provide comprehensive administrative support to the designated Senior Investment Manager.Manage and organise the Investment Manager's calendar, appointments, and meetings.Liaise with clients and assist in maintaining strong client relationships.Handle correspondence and communications on behalf of the Investment Manager.Assist in preparing client reports, presentations, and other documentation.Conduct research and gather information to support investment decision-making.Monitor and manage client accounts, ensuring accuracy and compliance.Collaborate with internal teams to ensure seamless operations and client satisfaction.Maintain confidentiality and handle sensitive information with discretion. Our client is looking to recruit a motivated individual who is looking for a long term career within the industry. You will be working alongside a Senior Investment Manager who will provide you with ongoing training & support, you will be supported by the business for any market exams and there will be plenty of scope to progress (the company has a proven track record of progressing individuals from this role into Investment Management positions). To be considered you will ideally be working within a similar Investment Management Administration capacity, however the client is also willing to consider individual from a wider Financial Services background. We will also consider strong graduates who are looking to start their career within the industry - minimum of a 2:1 within a related field. What’s on offer: Competitive salaryDiscretionary bonusComprehensive benefits packageHybrid working - 3 days in the office/2 working from homeWork alongside an exceptional Investment Manager who will provide you with guidance and trainingProfessional development opportunities and support for further educationCollaborative and inclusive work environmentOpportunities for career advancement within a growing organisation

My client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre. Key responsibilities include; Assist and prepare reports, correspondence and other relevant documentation including investment proposalsOn-board new clients and collate data that will assist with the administration of their accountsProvide clients with information and reports about their portfolios.Work with the wider team for general administration dutiesEnsure compliance with FCA requirements The team demonstrates longevity and regularly is nominated for awards within the industry. The successful candidate will ideally have experience from within an a similar wealth/investment management firm.For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Investment Administrator Exeter Basic £23,000 - £25,000 plus excellent package Overview A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. What You Will Do The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries.Assisting with the client onboarding process which includes pre-populating application forms, transfer forms, and producing suitability reports.Monitoring of new account openings to ensure cases are submitted and handled appropriately whilst keeping the Investment Manager and client informed.Handling telephone inquiries from third parties and clients regarding their portfolios and accounts. About You You will have experience as an administrator working with either a specialist investment house or financial adviser.You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress.Good attention to detail and accuracy.It is essential that you already live within commuting distance of Exeter.