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Investment Management Administrator

Job description

Are you an Investment Administrator looking for your next challenge?

As an Investment Management Administrator your responsibilities will include:

  • Preparation of meeting packs
  • Checking the daily reports including standing order checks and payments/receipts/debits
  • Administration of prospective client paperwork
  • General administration for client portfolios
  • Dealing with client and IFA queries over the phone and by email
  • Ad hoc project work

To be successful in this role, you should meet the following requirements:

  • Previous experience in the financial services industry is preferable
  • Ability to work at pace and deliver against established individual and team targets
  • Propensity to work well within teams, collaborating with colleagues to ensure best outcomes for internal and external clients
  • Excellent attention to detail
  • Effective communicator in person and in writing
  • Advanced Word, Excel and PowerPoint


  • Competitive salary
  • Life assurance
  • Pension contribution
  • Interest free season ticket loan
  • Cycle to work scheme

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.