Location
Manchester
Salary Competitive TypePermanent WorkplaceOn-Site Ref89682
Recruiter Managing This Role
Investment Management Administrator Cheshire / Hybrid
A growing and well-established investment management firm is seeking an Investment Management Administrator to join its team. This role offers a varied opportunity to support an experienced investment management function, working closely with IFAs, platforms, and internal stakeholders.
Key Responsibilities:
1. Providing administrative and technical support to the investment management team
2. Onboarding new clients and preparing investment illustrations
3. Investing and monitoring new business through to completion
4. Implementing model portfolio strategy changes across multiple platforms
5. Managing withdrawals, strategy switches, and full surrender requests
6. Monitoring transfers and ensuring timely completion
7. Maintaining accurate Excel trackers for new business, investments, and withdrawals
8. Producing performance data using FE Analytics
9. Supporting the management team with AUM reporting and capital flow data
10. Assisting with the preparation of factsheets, product materials, and newsletters
11. Liaising with platform providers to resolve investment and operational issues
Skills & Experience Required:
12. Experience in investment or technical administration
13. Strong Excel and general Microsoft Office skills
14. Confidence liaising with IFAs and external providers
15. High attention to detail and strong organisational skills
16. Ability to manage multiple tasks and meet deadlines
17. Knowledge of Fusion, 7IM, or Hubwise platforms is desirable
This role would suit someone with a background in investment or wealth management administration who is looking to further develop their technical knowledge within a supportive and professional environment.