Job Title

Investment Administrator – Wealth ManagementLocation: Birmingham (Hybrid Working Available)Salary: Competitive, dependent on experience, up to around £32,000 plus benefitsJob Type: Full-time, PermanentA leading national wealth and investment management firm is seeking an experienced Investment Administrator to join their Birmingham office. This is a fantastic opportunity to become part of a professional and supportive team, providing high-level administrative support to a group of Investment Managers working with a diverse, high-net-worth client base.About the Role:In this role, you will play a crucial part in the day-to-day operations of the investment management team. You’ll assist with client account administration, liaise with custodians and providers, prepare investment reports and documentation, and ensure processes meet both regulatory and internal standards.Key Responsibilities:Provide administrative support to Investment ManagersMaintain accurate records of client portfolios and transactionsPrepare reports, investment packs, and valuationsAssist with account openings, transfers, and general investment admin tasksLiaise with clients, custodians, and third-party providers as neededEnsure compliance with regulatory procedures and internal policiesPromote use of digital tools and portals for client engagementAbout You:2+ years’ experience in an investment or financial services administrative roleStrong attention to detail and excellent organisational skillsConfident communicator, both written and verbalAble to manage multiple priorities in a fast-paced environmentProficient in Microsoft Office and back-office investment platformsKeen to continue professional development – full study support availableBenefits Include:Private Medical InsuranceGroup Life Assurance (4x salary)Group Income ProtectionEmployer pension contributionsGenerous holiday allowance, with the option to purchase additional daysFully funded study support for relevant qualificationsAnnual discretionary bonusCycle to Work Scheme, Season Ticket Loan, Health Cash Plan, and moreThis is an excellent opportunity to develop your career in investment administration with a firm that offers clear progression, professional support, and a collaborative culture.