Average Investment Administrator salary in the UK

About the Role:We are seeking a proactive and highly organised Investment Managers’ Assistant to join our dynamic and busy investment management team. This is a fantastic opportunity to support a group of experienced Investment Managers in delivering exceptional service to a diverse portfolio of discretionary and advisory clients. This is a non-regulated, administrative role focused on supporting the day-to-day operations of the team, ensuring smooth client interactions and efficient portfolio administration. Key Responsibilities: Provide comprehensive administrative support to the investment management team.Handle incoming and outgoing post, maintain office tidiness, and manage stationery supplies.Answer telephone calls, take messages, and record client interactions.Maintain key records and logs (e.g., Health & Safety, Financial Promotions, Complaints).Prepare documentation for client meetings and assist with meeting logistics.Liaise with internal departments such as Operations and Accounts.Ensure timely production and dispatch of client valuations.Maintain accurate and up-to-date client records and assist with suitability reports.Support the onboarding of new clients and manage KYC documentation.Identify opportunities to improve administrative processes and efficiencies.Ensure compliance with internal policies and regulatory requirements. Qualifications & Experience: GCSEs (or equivalent) including Maths and English; A-levels preferred.An industry-recognised qualification (e.g., Investment Operations Certificate) is advantageous.Previous experience in a financial services or investment environment is desirable.A general understanding of the stock market and investment operations is beneficial. Skills & Attributes: Excellent written and verbal communication skills.Highly organised, numerate, and detail-oriented.Ability to work under pressure and manage multiple tasks efficiently.Proactive problem-solver with a strong sense of initiative.A collaborative team player with a flexible and adaptable approach.Positive, enthusiastic attitude and a professional, personable manner. Why Join Us?You’ll be part of a supportive and professional team where your contributions are valued. This role offers a great opportunity to gain experience in the investment management industry and develop your administrative and client service skills in a respected firm.

About the Role: We are seeking a highly organised and proactive Investment Managers' Assistant to join our dynamic and client-focused investment management team. This is a fantastic opportunity to support a small but busy group of investment managers who handle a diverse portfolio of discretionary and advisory clients. This is a non-regulated, administrative role that plays a vital part in maintaining strong client relationships and ensuring the smooth operation of day-to-day investment activities. Key Responsibilities: Provide comprehensive administrative support to investment managers.Manage incoming correspondence and complete dictation transcriptions.Assist with opening and maintaining client accounts, including AML documentation.Maintain accurate and up-to-date client records and assist in preparing suitability reports.Liaise with clients and intermediaries such as solicitors and accountants.Monitor and follow up on new investments and resolve any related issues.Coordinate with the accounts department on cash movements and payments.Ensure compliance with regulatory requirements.Support onboarding of new clients and manage KYC documentation.Handle occasional special projects and contribute to process improvements. Qualifications & Experience: GCSEs (or equivalent) including Maths and English; A-levels preferred.An industry-recognised qualification (e.g., Investment Operations Certificate) is advantageous.Previous experience in a financial services or investment environment is desirable.A general understanding of the stock market and investment operations is beneficial. Skills & Attributes: Excellent written and verbal communication skills.Strong organisational and numerical abilities.High attention to detail and accuracy under pressure.Proactive approach to problem-solving and task ownership.Flexible team player with the ability to adapt to different working styles.Positive, enthusiastic attitude with a professional and personable manner. Why Join Us? You’ll be part of a supportive and professional team where your contributions are valued. This role offers a great opportunity to develop your career in investment management within a respected and client-centric firm.

Due to ongoing expansion, my client, a distinguished Independent Investment Manager, is seeking a highly skilled candidate to join their friendly team. The role entails providing comprehensive support to the Investment Managers (IMs) in a variety of administrative and client-focused tasks. Responsibilities will include: Assisting IM's with portfolio management for a range of discretionary and advisory clientsOpening and maintenance of client accountsGeneral administration and data entry dutiesMaintenance of due diligence documentationPerforming tradesMonitoring progress of investment fundsAssist with the construction and maintenance of Investment modelsEnsuring clients portfolios are aligned with their goals and attitude to riskPreparing investment proposalsActively assisting with the development of Investment strategy Applicants must have 1-2 years of administrative support experience in the Investment/Financial services sector (not retail banking or short-term internships). A solid education, with C or above in English and Maths, is required. Strong communication, administration skills, attention to detail, problem-solving, prioritising, and organisational abilities are essential. This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent remuneration and benefits package.