Senior Investment Administrator - Ortus PSR : Job Details

Investment Administrator – Elevate Your Career in Wealth Management

An established and highly regarded Wealth Management firm is seeking an experienced Investment Administrator with a passion for precision and client service. The ideal candidate will thrive in a fast-paced, professional environment where attention to detail is paramount and will have at least 3 years of experience in the IFA sector.

Salary: Up to £35,000 + Benefits

Why Consider This Opportunity?

Reputable Business – Join a firm known for delivering outstanding client service.

Career Progression – Benefit from opportunities to develop within a supportive and dynamic team.

Engaging & Varied Role – Gain exposure to a broad range of investment and pension administration tasks.

Supportive Culture – Collaborate closely with advisers, platform providers, and internal teams to enhance client experience.

Role & Responsibilities

Serving as the backbone of financial advisory operations, the Investment Administrator provides critical administrative support to Financial Advisers and the wider Administration Team.

Investment & Pension Administration: Process fund switches, investment purchases/sales, new business updates, and maintain client contributions and income requirements.

Client & Adviser Support: Assist advisers with client meeting preparations, document collation, and handle client queries via phone and email.

Regulatory & Compliance Tasks: Support pension crystallisations, drawdown processes, deceased cases, and transfer updates, ensuring compliance with industry regulations.

Process Improvement & Projects: Contribute to platform migration projects, moving assets efficiently while maintaining service excellence.

To be considered:

Industry Expertise: Experience in the IFA / Wealth Management sector, with a strong understanding of provider platforms.

Technical Skills: Strong computer skills, the ability to learn new software, and proficiency in investment administration.

Organisational Abilities: Capable of managing multiple tasks, prioritising effectively, and escalating issues when necessary.

Communication & Teamwork: Excellent interpersonal skills for collaborating with advisers, providers, and internal teams.

Attention to Detail & Initiative: A proactive approach to problem-solving and an eye for accuracy in a fast-paced environment.