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Location: Birmingham, UK
Position Type: Full-time
Salary: 22,000 - 28,000
Gleeson Recruitment Group are currently recruiting for a Investment Administrator for a leading Investment Management Firm based in Birmingham, offering comprehensive wealth management services to a range of clients.
We are seeking a detail-oriented Investment Administrator to support Investment Managers with client administration, transaction processing, and portfolio management. You will ensure the smooth operation of investment services and maintain high standards of client care.
Key Responsibilities
- Process and maintain accurate client records.
- Handle client queries and prepare reports/valuations.
- Administer trades, transfers, and settlements.
- Assist in portfolio administration and monitor cash positions.
- Ensure compliance with FCA regulations.
- Maintain data accuracy in CRM and investment systems.
Skills & Qualifications
- Experience in financial services, ideally within investment management.
- Knowledge of investment products (ISAs, pensions, etc.).
- Strong attention to detail and accuracy.
- Proficiency in Microsoft Office; CRM experience is desirable.
- Strong communication and organisational skills.
If you believe this Investment Administrator role could be right for you, please apply now!
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
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