Investment Management Administrator

Investment Management Administrator

Worcester - office based

Salary negotiable to £28,000 plus benefits

A leading wealth management firm is seeking a dedicated Investment Management Administrator to provide critical administrative support to a team of Investment Managers. This is a full-time, office-based role ideal for someone with strong organisational skills, attention to detail, and experience within a regulated environment.

Working closely with the Investment Director and the Investment Assistant, the successful candidate will help ensure the smooth running of daily operations and contribute to the delivery of high-quality client service.

• Provide day-to-day administrative support to the Investment Management team.

• Open and close client accounts, process payments, and manage stock transfers.

• Maintain accurate client and portfolio data using Avaloq.

• Produce Excel reports and assist with meeting preparation and client communications.

• Schedule meetings, draft correspondence, and write up file notes.

• Support trade execution based on instructions from Investment Managers.

• Assist with team projects and other administrative tasks as required.

• Strong administrative background, ideally within financial services.

• Proficiency in Microsoft Office (Word, Excel, PowerPoint).

• Familiarity with Avaloq or similar portfolio management systems preferred.

• Excellent written and verbal communication skills.

• High level of accuracy and attention to detail.

• Ability to manage time effectively and work independently.

• Sound understanding of compliance and regulatory standards relevant to the role.

• Excellent client service and interpersonal skills.

• Professional, proactive, and organised.

• Able to demonstrate integrity, diligence, and accountability in all tasks.

• Willing to undertake ongoing training and CPD as required.

This role requires full-time attendance in the office and is best suited to candidates who thrive in a structured, team-oriented environment. The position offers an excellent opportunity to build a career within investment support and gain exposure to portfolio management operations.

Invest in your own future while supporting the growth of others’.

You’ll benefit from:

• A genuinely supportive team culture and friendly environment

• Career development plans and mentoring, as well as study support

• Flexible working arrangements and modern systems that free up time for meaningful work

• A business that values ESG, inclusion, and innovation

• Excellent benefits: competitive salary, bonus scheme, pension, private medical insurance, income protection, life assurance, and more

• Competitive Basic salary of between £26,000- £28,000