Midlands
Full-Time | Competitive Salary + Benefits
Are you detail-oriented with experience in administration? If so, we'd love to hear from you
We're looking for a Non-Standard Investment Administrator to join our growing team. You'll play a key role in the day-to-day administration of our clients' diverse investment portfolios, working closely with consultants, client relationship managers (CRMs), and technical specialists to ensure smooth operations and excellent client service.
What you'll do
administer and process non-standard investment transactions and reviews
maintain accurate records and data on client investment portfolios
support annual investment reviews and due diligence processes
liaise with clients, consultants, and CRMs on investment queries and updates
assist with investment committee preparation and documentation
process investment applications, transfers, and ongoing administration
ensure compliance with internal procedures and regulatory requirements
support data management projects and system improvements
What we're looking for
Experience and requirements
* 2+ years' experience in administration or financial services operations
* knowledge of pensions, SIPPs, or investment products (preferred)
* strong administrative skills with attention to detail and accuracy
* experience working with investment data and client records
* understanding of basic regulatory requirements (FCA/HMRC awareness helpful)
Skills and attributes
* excellent organisational skills and ability to manage multiple priorities
* strong communication skills for liaising with clients and colleagues
* proficient in Microsoft Office, particularly Excel for data management
* team player who enjoys collaborative working across departments
* professional approach with discretion when handling client information
Apply now and become a key part of our investment administration team