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RGH-Global Limited
Investment AdministratorRGH-Global Limited • Worcester, United Kingdom
Investment Administrator

Investment Administrator

RGH-Global Limited • Worcester, United Kingdom
6 days ago
Salary
£25,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description

Job Title: Investment Administrator
Location: Worcester (Office Based)
Salary: £25,000 - £33,000 DOE

About the Role

An excellent opportunity has arisen for an Investment Administrator to join a well-established wealth management firm, providing high-quality administrative support to Investment Managers and contributing to positive client outcomes. You'll play a key role in the day-to-day monitoring and administration of client portfolios, working within a compliance-driven framework and collaborating closely with a supportive, experienced team.

Key Responsibilities

  • Provide administrative support on complex tasks as directed by the Investment Manager, including file notes, correspondence, and client meeting coordination
  • Build and maintain strong client relationships through accurate, timely support — adapting your approach appropriately when working with vulnerable clients
  • Handle account opening and closing processes
  • Manage stock transfers into accounts and process payments
  • Maintain and update static data within the firm's investment platform
  • Produce Excel-based reports using platform data
  • Place trades on the investment platform based on instructions received from the Investment Manager, ensuring accurate execution and booking
  • Take and process client orders for non-complex instruments within the Execution Only Service, ensuring accurate execution and booking
  • Support Investment Managers with preparation for client pitches and meetings
  • Assist the wider team with ongoing projects and process improvement initiatives
  • Undertake technical and regulatory training as required
  • Stay proactively informed on industry and market developments

About You

  • CISI Level 3 qualification (or equivalent), or a genuine commitment to achieve this within an agreed timeframe
  • Strong proficiency in Word, Excel, and PowerPoint
  • Prior experience with a wealth management/investment platform is advantageous
  • Excellent customer service and communication skills
  • Ability to work independently and manage priorities effectively
  • High level of accuracy and attention to detail
  • Strong organisational, interpersonal, and team-working skills
  • Sound understanding of regulatory requirements and client contact boundaries within financial services
  • A genuine commitment to acting with integrity, care, and diligence, and to delivering fair, positive outcomes for clients (in line with FCA Conduct Rules)

What's on Offer

  • Salary of £25,000–£33,000, dependent on experience
  • Office-based role in Worcester
  • Supportive team environment within a values-led organisation
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Investment Administrator • Worcester, United Kingdom

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