Investment Management Administrator - #2122114

Investment Management Administrator

Location: Cardiff

Salary: Up to £28,000

Working Pattern: Hybrid, with 2 days working from home

Contract: Permanent, Full-time

About the Role

We are currently recruiting for a Team Administrator to join a leading UK wealth management business in its Cardiff office. This is an excellent opportunity for an organised and client-focused individual to join a high-performing team and provide essential administrative support to Investment Managers, Portfolio Managers, clients, introducers and internal teams.

You will play a key role in ensuring the smooth running of the team, maintaining accurate records, managing client requests and supporting the onboarding and ongoing servicing of clients.

Key Responsibilities

• Open, scan and save post to client files.
• Respond to client and introducer queries by telephone and email.
• Manage workflow queues and ensure requests are dealt with promptly.
• Arrange meetings for Investment Manager teams.
• Liaise with relevant internal teams to support the effective onboarding of new clients.
• Initiate incoming and outgoing transfers and keep Investment Managers and Portfolio Managers updated on progress.
• Instruct internal cash and stock transfers between portfolios.
• Process client payment instructions, including arranging call-backs where required.
• Complete client KYC and account amendments.
• Process ISA, LISA, JISA and Flexible ISA subscriptions.
• Assist with meeting preparation, including printing and binding client and introducer reports and presentations.
• Build strong relationships with introducers, paraplanning teams and clients.
• Ensure all activities are carried out in line with FCA Conduct Rules and internal procedures.
• Provide wider administrative support to the team as required.

About You

We are looking for someone who is highly organised, detail-focused and confident communicating with a range of stakeholders.

Ideally, you will have:

• Previous experience in a similar administrative role, preferably within wealth management or investment management.
• A genuine interest in and understanding of financial services.
• Strong organisational, planning and prioritisation skills.
• Excellent attention to detail and accuracy.
• Strong verbal and written communication skills.
• The ability to build effective relationships with clients, professional advisers, Investment Managers, product providers and internal stakeholders.
• A proactive and positive approach, with a genuine passion for delivering excellent outcomes.
• The ability to manage competing priorities and work effectively as part of a team.

What’s on Offer

• Salary up to £28,000.
• Hybrid working with 2 days from home.
• The opportunity to join an established and highly regarded wealth management business.
• A collaborative and inclusive working environment.
• Excellent opportunities for professional development and career progression.
• The chance to work alongside experienced Investment Managers and wealth management professionals.

If you are an organised administrator with an interest in financial services and are looking for your next career opportunity, we'd love to hear from you.

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.

NJR16935