Job description

  • Location:
    London - 30 Gresham Street
  • Employee Type:
  • Department:
    Investment Management
  • Division:
    Investment Management
  • Employment Type:
    Full time
  • Salary:

Investment Administrator (4870)

Role: Investment Administrator

Location: London

Team Description

This is an exciting opportunity to join a large investment management team to provide important client and administrative support. The team has a large investment base and manages funds for a broad selection of individuals, families, pensions, trusts, offshore structures and charities.

You will be encouraged to build relationships with clients, intermediaries, share your thoughts and ideas on new regulations and help the team develop their procedures in light of changing regulations and internal procedures.

Description of role and key responsibilities

Main tasks

  • Carry out full range of administrative duties as requested or by using own initiative.
  • Liaise with various departments throughout the business necessary
  • Ensure compliance with regulatory and organisational requirements /procedures at all times
  • Preparation of forms for potential new clients to ensure they meet internal and regulatory standards
  • Liaise with clients and/or advisers to on-board new accounts
  • Arranging the transfer of investments for new and existing client ensuring the transfer is completed as efficiently as possible.

Role specific tasks

  • Contribute to the broader business on internal processes in specified forums when required
  • Distribute and respond, as appropriate, internal correspondence and e-mails
  • Arrange the stock/cash transfer; close accounts when necessary.
  • Liaise with Settlements in respect of all queries and amendments to client information
  • Produce information for client meetings.
  • Maintain up to date regulatory knowledge and communicate potential changes in legislation to Investment Managers.
  • Ensure all activities/actions undertaken meet and comply with compliance standards

Core skills and knowledge

  • Competent at working to deadlines and managing own time.
  • Flexible attitude to work in response to changing workloads and deadlines within the team.
  • 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.
  • Working knowledge of Fiscal and Pulse is desirable but not essential.
  • Excellent interpersonal skills with the ability to communicate effectively with Investment Managers and clients.
  • Excellent telephone manner.
  • Relevant administrative experience in a private client investment support

Other attributes that would be helpful, but not essential for the role.

  • Already have the IAD qualification, or be prepared to work towards it with the necessary support from the team/business
  • Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
  • Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day to day business.
  • Reliable and enthusiastic individual with a strong sense of integrity.
  • Strong interpersonal skills.
  • A team player who is prepared to put in additional hours, if necessary, to meet deadlines.


We're one of the UK's leading investment management companies, with responsibility for over £40 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 over 1400 dedicated professionals located across 14 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!

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London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Louise Radcliffe

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