Investment Administrator - Sustainability Team

We are currently seeking to recruit for a Investment Administrator to join the Investment Management division of a prestigious wealth management firm. This firm has a storied history dating back to the mid-18th century and has established itself as a key player in the wealth management industry through continuous evolution and growth, offering a wide range of investment and wealth management services.

Within the Investment Management division, there is a specialised team focused on the blue economy, which includes all industries and sectors related to oceans, seas, and coasts, both marine-based and terrestrial. This vacancy will sit within this team.

The firm manages assets exceeding £50 billion and provides comprehensive services in investment management, financial planning, and wealth management to a diverse clientele, including individuals, charities, and institutions.

The current requirement is for an Investment Administrator to be a part of the London based Blue Economy Team within the Investment Management division. This role is ideal for either a recent graduate with over 6 months of experience in Investment Management or an individual with more than a year of experience in the field looking to specialise in the blue economy sector.

Role Responsibilities include:

• Developing and maintaining client and business stakeholder relationships, leveraging business and client requirement knowledge to achieve desired outcomes.
• Managing the client lifecycle administration process for efficiency and timeliness.
• Taking responsibility for client administration tasks and serving as the primary liaison between clients, the investment team, operations, and other key stakeholders.
• Ensuring adherence to all client lifecycle processes in line with the firm's operating model, including account management, onboarding, transfers, and quarterly valuations, while also proposing process improvements.
• Supporting the investment team in understanding client suitability requirements, including information gathering for client suitability and producing client summaries/welcome letters.
• Collaborating with the team and wider administration functions to share and develop best practices.
• Being the initial point of contact for clients and handling administration queries, including participating in client meetings and leading discussions on client administration matters.

Compensation Package includes:

• A base salary up to £45,000, with an annual discretionary bonus.

Benefits:

• 9% Pension contribution
• Life Cover
• Private Medical Insurance
• Health Screening
• Income Protection
• Sharesave Plan
• Season Ticket Loan
• 25 Days Annual Leave with an option to purchase an additional 5 days
• Comprehensive study support
• The position is based in London and offers a hybrid working model, allowing up to 3 days a week of remote work.