Investment Administrator

  • Job type: Full Time
  • Salary: £22,000 - £24,000
  • Location: Salisbury
  • Start date: asap
  • Duration: Permanent
  • Job Sectors: Customer Service, Financial Services
  • Posted: 02/10/2018

An opportunity has arisen for a bright and enthusiastic individual to work for a prestigious financial services company as an Investment Administrator. You will benefit from a generous salary and brilliant opportunity for progression.


As the Investment Administrator, your duties will be to:


  • To assist in the production of proposals, reports, letters and presentations for client meetings.
  • Update database with client details, processing payments, arranging transfers.
  • To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.
  • Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages.
  • Assist in the general administration of the team (post, room booking).
  • Meeting and greeting clients that come in to the office, acting as the first point of contact.


To be a successful Investment Administrator you will have the following skills and experience:

  • Experience within financial services is essential.
  • Commercially astute with excellent communication and presentation skills, able to engage and influence at all levels across the business and the wider organisation.
  • Confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment.
  • Well presented and articulate, as you will often be the face of the business.


In return, the Investment Administrator will receive a salary of £22,000 – £24,000 per annum depending on experience.

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