Job description

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

Investment Administrator (6104)

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.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to express themselves and helps drive innovation and creativity. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

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!

Investment Administrator

Team description
This is an exciting opportunity to join an experienced team which supports 4 Investment Managers who manage assets for individuals, families, pensions, trusts, offshore structures and charities.

Description of role and key responsibilities

Main tasks

• Carry out full range of administrative duties to support the investment team as a whole.
• General assistance to Investment Managers, answering phones, taking and passing on messages for other team members.
• Distribute and respond, as appropriate, to internal correspondence and e-mails.
• Liaise with Investment Managers, other administrators and Settlement areas as necessary.
• Develop knowledge of, and comply with, all regulatory and organisational requirements / procedures.
• Proactively develop familiarity with all aspects of client administration.

Role specific tasks

• Assist in timely preparation and dispatch of reports and valuations.
• Prepare proposals and assist with client sign-up process.
• Assist in the process of on-boarding clients transferring in from other firms.
• Set-up new clients including stock/cash transfer; close accounts when necessary.
• Liaise with Settlements department in respect of all admin queries and amendments to client information.
• Liaise with Intermediaries adhering to their requests.
• Maintain up-to-date investment administration and regulatory knowledge as appropriate.
• Ensure all activities/actions undertaken meet and comply with compliance standards.
• Filing, photocopying, scanning, binding etc.

Core skills and knowledge

  • Relevant administrative experience in a financial services environment
  • 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.


Close map
Colmore Plaza, Colmore Circus, Birmingham, UK, B4 6AT

Meet the recruiter

Boipelo Tabane


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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