IFA Administrator – Join as an Investment Administrator
Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm? This is a prime opportunity to join a respected, client-centric business looking after HNW individuals. Known for excellence, collaboration, and long-term client relationships, the firm is also proud to have been named “Best Financial Adviser to Work For” three times by Professional Adviser.
This role offers the chance to be part of a dynamic Investment Team where development is nurtured, voices are heard, and progression — including potential future equity ownership — is genuinely on offer.
The Opportunity
The Investment Administrator (officially titled Investment Accounts Executive) plays a pivotal role in supporting the firm’s high-net-worth client base, including individuals, pensions (SIPPs/SSAS), trusts, charities, and corporate clients.
You’ll act as a key liaison for clients, ensuring exceptional administrative support across the full investment lifecycle — from account set-up and portfolio maintenance, to valuations and supporting reviews. You’ll also work closely with Financial Planners, Paraplanners, and Investment Managers to help deliver excellent outcomes, all in line with a collaborative and professional investment strategy.
Why Apply?
Salary & Benefits
Salary: £25,000–£33,000 (DOE + qualifications), Discretionary performance bonus
Pension: 5% employer contribution (increasing with service) + salary sacrifice
Free Onsite Parking
Hybrid Working: After training and induction
Key Responsibilities
To be considered:
Remote Investment Administrator • Watford, England
Join Cadent at a pivotal moment in transforming how we invest in our network! At Cadent, we’re transforming how investment decisions are made across one of the UK’s largest critical infrastructure ... Show more
With over 30,000 properties based primarily across Hertfordshire, Bedfordshire and Buckinghamshire, the newly merged SettleParadigm is focussed on delivering excellent services, high quality homes,... Show more
Senior Leasehold Property ManagerAn excellent opportunity for an experienced Senior Leasehold Property Manager to lead a customer-focused leasehold resolution team, support complex case management ... Show more
Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals.With a pre... Show more
Aptia UK Limited is seeking an experienced Pensions Administrator based in Leatherhead.The role involves supporting clients and scheme members with complex queries and performing precise pensions c... Show more
Fully Remote | Flexible Hours | Fee-Split Model.Are you an experienced Residential Conveyancer looking for more than just another conveyancing role? Do you find that your clients and referrers are ... Show more
WTW in Redhill is seeking a Senior Pensions Administrator to join the Outsourcing line, operating in a hybrid mode.You will handle advanced calculations and administration for complex DB/DC schemes... Show more
Chadwick Nott seeks a Private Client Solicitor in St Albans with 2–6+ PQE to join a leading Hertfordshire practice renowned for its private client team.You will work on wealth protection, estate pl... Show more
PwC UK is looking for a candidate to join their Tax Compliance team based in Watford.This role focuses on managing tax reporting for complex private equity and real estate funds.Ideal candidates wi... Show more
Contracts Manager and Estimator (Roofing)Bedford | Full-time | £50,000 to £60,000 per annum plus bonus and benefitsEmployee BenefitsPerformance bonus up to £10,000 OTE per annumCo... Show more
Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.Pension scheme, including salary sacrifice option after 3 months and compa... Show more
Corebridge Financial in London is seeking a Head of European Finance to oversee accounting, reporting and treasury for the European real estate portfolio, including funds with third party investors... Show more
Jobit is recruiting a Finance Supervisor / Finance Team Leader for a not-for-profit housing association delivering affordable housing, supported accommodation and community services.The role is per... Show more
Norgine, located in Uxbridge, is looking for a P2P Administrator to support the Purchase-to-Pay process.The successful candidate will create purchase orders, ensure compliance, and maintain vendor ... Show more
We are thrilled to offer an exciting opportunity to join our Infrastructure Asset & Information Management practice.We are looking for passionate individuals at a junior grade level, to fill the ro... Show more
This company is an award winning, specialist "lettings" agency that can offer a dynamic team culture & swift career progression.The successful candidate will receive excellent opportunities to lear... Show more
Cadent is seeking an Asset Investment Senior Engineer to influence how we plan and prioritise asset investments across our network.The role blends strategic thinking with hands-on asset modelling a... Show more
SettleParadigm is recruiting a Director of Investment Delivery to lead the strategic and operational delivery of all major investment programmes across our property portfolio.You will oversee plann... Show more
Director of Housing Property & Investment – South West Council.Salary: £1,000 per day PAYE / £1,350 per day Umbrella.Contract: Ongoing Temporary Contract | Full Time.Provide strategic leadership ac... Show more
Self-Employed | Part-Time or Full-Time.Guaranteed Daily Rate: £130-£150 (depending on skills and experience).What Is a Resolution Field Agent? As a Resolution Field Agent, you will carry out field ... Show more
