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Investment Administrator

Job description

My client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre.

Key responsibilities include;

  • Assist and prepare reports, correspondence and other relevant documentation including investment proposals
  • On-board new clients and collate data that will assist with the administration of their accounts
  • Provide clients with information and reports about their portfolios.
  • Work with the wider team for general administration duties
  • Ensure compliance with FCA requirements


The team demonstrates longevity and regularly is nominated for awards within the industry.

The successful candidate will ideally have experience from within an a similar wealth/investment management firm.

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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