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:
* Providing administrative and technical support to the investment management team
* Onboarding new clients and preparing investment illustrations
* Investing and monitoring new business through to completion
* Implementing model portfolio strategy changes across multiple platforms
* Managing withdrawals, strategy switches, and full surrender requests
* Monitoring transfers and ensuring timely completion
* Maintaining accurate Excel trackers for new business, investments, and withdrawals
* Producing performance data using FE Analytics
* Supporting the management team with AUM reporting and capital flow data
* Assisting with the preparation of factsheets, product materials, and newsletters
* Liaising with platform providers to resolve investment and operational issues
Skills & Experience Required:
* Experience in investment or technical administration
* Strong Excel and general Microsoft Office skills
* Confidence liaising with IFAs and external providers
* High attention to detail and strong organisational skills
* Ability to manage multiple tasks and meet deadlines
* 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.