Senior Investment Management Administrator – Private Clients
London (City) | Hybrid – 4 days in the office, 1 day from home | Salary: Competitive
The Firm
Our client is a well-established, partner-owned investment management firm based in the City of London, with a headcount of circa 35 staff and partners. They provide bespoke investment and wealth management services to private clients, combining the investment standards of a large institution with a close, relationship-led service mode
l.The firm also runs a dedicated wealth planning offering, delivering retirement, tax-efficient and estate planning advice to its private client base.
The Role
A great opportunity for an experienced private client investment administrator to join a growing team, providing high-quality administrative support to the Head of Wealth Planning and the wider team.
Key Responsibilties
- Provide administrative support to the team, including diary management, arranging meetings, and responding to client and adviser correspondence.
- Produce accurate and timely reports and presentations for client and internal meetings.
- Prepare client meetings, including agendas, meeting packs, and post-meeting follow up.
- Work with the Head of Wealth Planning to design and implement team processes and procedures.
- Build and maintain strong working relationships with clients, their advisers, and internal colleagues.
- Maintain client records, plans, fees, tasks and activities on the firm’s back-office platform.
- Implement advice recommendations, including form completion and liaising with product providers.
- Produce fund switch and withdrawal letters, carrying out the necessary research and documentation.
- Analyse client and provider information, using research tools to support fund performance and illustration comparisons.
- Obtain Letters of Authority (LOAs) and accurate plan information in a timely manner.
- Liaise with third parties and providers to clarify technical points and resolve queries.
- Prepare client valuations and annual review packs.
- Carry out research for advisers as required.
- Support ad hoc projects and tasks across the team.
About You
- 5+ years’ administrative experience within investment management or wealth planning for private/HNW clients.
- Excellent administrative and organisational skills, able to manage multiple tasks and priorities.
- Strong numeracy, with excellent attention to detail and accuracy.
- Confident communicator, both written and verbal.
- Able to work on own initiative and take ownership of tasks.
- Proficient in Microsoft Office (Word, Excel, PowerPoint), and comfortable learning firm-specific platforms.
- Collaborative and inclusive approach, comfortable working in a close-knit team.
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