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Investment Administrator

Job description

One of the UK's largest Wealth Management firms are looking for an Investment Administrator to join their busy and growing team in Glasgow.

Due to the fast paced nature of this role, the business are ideally seeking somebody with recent and relevant experience within an investment/wealth management focused role.

This opportunity would suit somebody who is a confident decision maker who enjoys responsibility within a wider team.

A brief summary of duties include;

  • Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently
  • Preparation for client meetings and attend as and when required
  • Maintain core systems
  • Coordinate and produce client valuations

You must have had administration experience working for an Investment Manager or Independent Financial Adviser to be successful in your application.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.