Job description

  • Location:
  • Employee Type:
  • Department:
    Investment Management
  • Division:
  • Employment Type:
    Full time
  • Salary:

Investment Administrator (4266)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Role: Investment Administrator (2x Vacancies)

Location: Belfast

Team Description

This is an administration and support role, the purpose of which is to facilitate the effective running of the team through the provision of high quality administrative support. The company will support relevant industry examinations to aid further learning and development.

What you'll do!

  • Open new accounts for clients including set-up of online access
  • Manage stock and cash transfers in and out
  • Account Maintenance 
  • Liaise with Settlements department in respect of all admin queries and amendments to client information.
  • Make payments
  • Prepare Portfolio Suitability Reports and assist with client sign-up process.
  • Liaise with Intermediaries adhering to their requests.
  • Produce templates for quarterly investment reports and letters

About you!

  • Exceptional focus on attention to detail
  • Good numerical skills
  • Highly IT literate with an ability to learn new systems.
  • Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
  • Excellent interpersonal skills
  • Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
  • Experience in investment management / financial planning environment advantageous but not essential.


Close map
5th Floor, Centrepoint, 58-60 Bedford Street, Belfast, Ireland, BT2 7DR

Meet the recruiter

Hannah Jones

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance