Average Investment Administrator salary in the UK

Join a prestigious national investment management organisation with a long-standing reputation for excellence and client-centric service. Operating as one of the largest wealth and investment companies in the UK, the firm’s Bristol office offers a collaborative, high-performing environment and the opportunity to work closely with experienced Investment Managers. Role Overview: This is a key administrative support role within the investment management team. The successful candidate will work closely with a group of highly successful Investment Managers, becoming a vital point of contact for clients and ensuring the smooth delivery of service. This is a fantastic opportunity for an individual seeking to grow their career within a respected investment firm. Key Responsibilities: Provide comprehensive administrative support to Investment ManagersBuild and maintain strong client relationships, acting as a consistent point of contactMaintain accurate client records and ensure compliance with internal procedures and regulatory standardsPrepare client meeting packs, valuations, and documentationAssist with the preparation of new business pitches and presentationsSupport transactions such as cash transfers, FX trades, and balance monitoringProactively manage pipelines, new account setup, and AML documentationLiaise with internal teams to ensure operational support (e.g., transfers, corporate actions, static data changes)Promote the use of digital tools and portals among clientsIdentify and report risks, breaches, or operational issues Key Requirements: Previous experience in financial services, ideally in an investment or wealth management settingStrong client service ethos with a proactive and detail-oriented approachExcellent organisational, communication, and problem-solving skillsAble to manage multiple tasks and prioritise effectively in a fast-paced environmentConfident using judgment and initiative in a professional setting Desirable Backgrounds: Candidates with previous experience in investment administrationIndividuals from wider financial services looking to transition into investment managementGraduates with a relevant degree (e.g., Investments, Economics, Finance, Mathematics) who are local to the Bristol area Benefits: Excellent company benefits including private medical insurance, pension & death in serviceHybrid working modelFirst-class training and ongoing supportCareer progression within one of the UK’s most respected Wealth & Investment firms

Investment Executive The Role Barber McLelland is working in partnership with a leading Investment company, that specialises in providing funding to regional SME businesses to support their growth and expansion plans. The business has a newly created position for an investment executive based within their Sheffield office. Duties and Responsibilities The role of Investment Executive is responsible for sourcing, appraising and making investments and loans into regional SMEs. Supporting the Senior Investment Executive and Fund Director, responsibilities will include: Source and appraise suitable investment opportunities across the South Yorkshire regionDevelop and maintain professional contacts and key business introducers to assist in sourcing suitable investment opportunitiesConduct robust management, financial and commercial due diligence with all potential investment opportunities, along with the assessment of the risks of each investmentAssess applications for funding and prepare credit reports recommending investment to Fund Manager, investment director or investment committeeNegotiate terms and conditions relating to legal documentation for all investmentsAssess underlying cashflow assumptions and comment on the risks associatedResponsible for the creation of covenants and the setting of limits, whilst liaising closely with portfolio teamsResponsible for the completion of deals as deemed appropriate, ensuring that customer service standards are achieved whilst acting commercially supporting the customer through difficult situations, ensuring timely feedback to appropriate parties Skills and Qualities The successful candidate will already have a proven track record working within an investment arena, understanding debt and mezzanine investment in the SME sector, along with an understanding of business issues within the SME market across South Yorkshire. Additional essential skills - Accountancy or banking qualificationsA strong understanding of risk assessmentAn ability to assess investment proposals and construct balanced investment proposalsSelf-motivated and results-focused with the ability to take a proactive approach and workExperience of analysing financial information of analysing financial informationUnderstanding of the regional business environment. It would also be desirable that applicants have an established network of key business introducers. This role presents a fantastic opportunity to work with an ambitious and highly innovative employer, who can offer a role that presents a highly varied, challenging and rewarding position. Remuneration Salary - £50,000 - £60,000Flexible workingExcellent benefits package which includes: Enhanced pension plan30 Days annual holidayEmployee loan schemeDiscretionary company incentive scheme For more information about this role or for additional information on how we can assist you in securing your next career move, please contact Justin Barber at Barber McLelland Ltd

Investment Accounts Executive Leicester (our ref AL1351) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing or financial services administration is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. The role - Investment Accounts Executive To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main tasks will include: Establishment of Investment AccountsDay to Day Portfolio ManagementCalculationsLiaison, Communications & Record KeepingMaintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Knowledge, skills and abilities Educated to A level standard (or equivalent) as a minimumA minimum of 2 years’ experience in investment client servicing or financial services administration roleKnowledge of the services that the firm provides to clients and of investments and associated productsIT / keyboard skillsAbility to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc.Ability to create and maintain accurate computer-based records.Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate. Remuneration and benefits Salary - £25,000 to £33,000 per annum (Dependant on qualifications, knowledge, and experience).Discretionary bonus - Based on business performance.Life assurance - 2 x salary.Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available.Holiday - 24 days’ increasing incrementally in recognition of continuous service, in addition to all bank and public holidays.Health cash plan scheme - Includes support towards everyday health care costs, access to a discount’s portal and Employee Assistance Programme.Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm.Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home.Professional qualifications - Financial support available for study materials and examinations along with study & exam leave. Communication and Recognition - Regular staff updates and company events.Free parking If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.