Investment Administrator

Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include: Assisting IM's with portfolio management for a range of discretionary and advisory clients Opening and maintenance of client accounts General administration and data entry duties Maintenance of due diligence documentation Performing trades Monitoring progress of investment funds Assist with the construction and maintenance of Investment models Ensuring clients portfolios are aligned with their goals and attitude to risk Preparing investment proposals Actively assisting with the development of Investment strategy Applicants must possess previous administrative support experience from the Investment / Financial services sector, ideally 1 - 2 years (NOT retail banking or short term internships). A good level education including C or above in English and Math's along with outstanding communication and administration skills, a keen eye for detail and strong problem solving, prioritising and organisational ability. This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent remuneration and benefits package.

Location: Tonbridge, GB

Posted Date: 6/30/2025