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 • Southampton, England
Residential Conveyancer Newport (Hybrid Working Available).TSR Legal are pleased to be working with a long-established, highly respected law firm in Newport that is looking to appoint an experience... Show more
A leading Chartered Accountancy Practice in Thatcham is seeking an Accounts & Audit Semi Senior to join their team.You will be involved in preparing company accounts, assisting with audits, and enj... Show more
A financial services firm in Southampton seeks a Treasury Administrator for a 12-month FTC.The role involves daily cash reconciliations, monitoring payments, and performing administrative tasks.Can... Show more
Leads the development and delivery of Arqiva’s treasury vision and strategy, as well as managing corporate liquidity, debt financing, financial risk, and banking relationships to ensure financial h... Show more
Gen II (UK) Southampton Southampton, WHIT PO157AD, GBR.Within this exciting opportunity, you will be assisting Gen II in carrying out its responsibilities under the depositary requirements of the A... Show more
Senior Private Client Solicitor/Team Leader – 8+ PQE.Maidenhead (with flexibility across Thames Valley offices).Highly competitive package + bonus + hybrid working + excellent support.Acting as lea... Show more
The People Pod is seeking a Senior Investment Consultant to work fully remotely in the UK.You will operate with autonomy, earning a rolling retainer and generous commissions on each deal, while lev... Show more
Conveyancer | Hybrid | Leading National Firm.Are you an experienced Conveyancer looking to join a modern, forward-thinking firm with genuine flexibility?.A highly regarded national conveyancing fir... Show more
We are seeking a client-focused residential property solicitor on behalf of an established multi practice area firm.This role offers the opportunity to manage a varied caseload of residential prope... Show more
Conveyancer- £40-60k+ Bonuses - Newport, Wales.A long-established traditional firm in Newport with offices in monmouthshire are looking for an ambitious Conveyancer to deal with their non vol... Show more
Assistant Pensions Administrator.At LCP we love what we do, and it shows.We help our clients make good decisions based on insightful analysis, industry expertise, and game-changing technology.We ha... Show more
Senior Asset Manager - Client side - Southampton.An exciting client side opportunity for a Senior Asset Manager to join an experienced and ambitious team providing a commercial focussed asset manag... Show more
This position is ideal for a tax professional looking to apply and expand their expertise within a dynamic, fast‑paced international environment.As the Tax Manager for the EMEA region, you will pla... Show more
Recruitment Partner (Freelance / Remote).Independent / Flexible / Commission-Based.RecXchange is a global recruiter operating system designed for experienced recruiters and ambitious professionals ... Show more
Finance Business Partner – Property.Southampton, England, United Kingdom.EA First Ltd are acting as an Employment Agency for this.Direct message the job poster from EA First.This role represents an... Show more
Residential Conveyancing Case Administrator.Up to 30,000 per annum (depending on experience).Full-time, Office Based (9:00am - 5:00pm).Our client, an award-winning and highly respected law firm wit... Show more
Carter Jonas LLP in Winchester is seeking a Senior Administrator to deliver exceptional administrative support for its rural land and property advisory services.You will coordinate communication, p... Show more
Evelyn Partners in Southampton is seeking a proactive Administrator to provide full support to Investment Managers, ensuring accurate client records and timely service.You will liaise with clients ... Show more
Competitive + Bonus + Partnership Prospects.Competitive salary, dependent upon experience.Clear pathway towards Partnership.Excellent quality commercial property work across the Thames Valley.Suppo... Show more
Undertake daily cash flow monitoring of client bank accounts.Maintain asset registers and review ownership documentation of those assets.Review drawdowns and distributions.Quarterly analysis of man... Show more
