(RK45) Investments Administrator

£29,000.00 - 30,000.00 Per Annum

Investment Administrator – Bury - £30,000 

A growing financial services firm is seeking a motivated Investment Administrator to join their investment team. This is an excellent opportunity to work closely with advisers, support client portfolios, and develop your career in a dynamic, professional environment.

The role:
  • Process client applications and investment transactions accurately and within SLAs
  • Maintain up-to-date client records and prepare operational reports
  • Assist with board and investment committee meetings, including reports and minutes
  • Liaise with advisers, custodians, and third-party providers
  • Resolve client and adviser queries promptly and professionally
  • Support the investment manager with research on model portfolios and underlying funds
  • Proactively identify opportunities to improve administration processes

The person:
  • Previous financial services or investments administration experience
  • Highly organised with strong attention to detail
  • Confident communicator and team player
  • Motivated to learn and grow within investment administration

What’s on offer:
  • 25 days holiday
  • Group pension, permanent health insurance, and death in service
  • Continuous learning and professional development
  • Wellbeing support and team social events

Join a team that values expertise, precision, and professional growth—apply today to take the next step in your investment administration career.

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