Flair for Recruitment
Investment Administration Manager
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Our client is seeking an Investment Administration Manager to join their team on a 12-month FTC. You will manage a team of 5 or more Investment Assistants, supervise workflow, and support the overall growth of the business by providing training and development to your team, allowing for efficient delivery.
Key Responsibilities:
- Lead and manage a team of 5+ Investment Assistants, providing coaching, mentoring, training, performance management, and ongoing development.
- Deliver high-quality operational support to Investment Managers and Brokers, ensuring efficient day-to-day administration and providing overflow cover where required.
- Support client servicing and onboarding, including pre-meeting preparation, new client paperwork, valuations, performance reporting, applications, transfers, and suitability documentation.
- Monitor team performance and processes, producing MI and regular reporting, setting team objectives, identifying improvements, and ensuring work is completed efficiently and to a high standard.
- Collaborate across the business, working with Business Managers, Operations, and other teams to resolve issues, improve processes, and ensure effective communication.
- Ensure regulatory and process compliance, including FCA, CASS, AML, and GDPR requirements, while supporting projects and contributing to wider business initiatives.
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- Previous team leader or management experience.
- Experience within Wealth Management (or similar).
- Friendly, confident, and assertive with excellent interpersonal skills.
- Strong communication and customer service skills.
- Excellent administration skills with high accuracy and attention to detail.
- Reliable and flexible, with previous experience in a busy department desirable.
- Good knowledge of Word, Excel, and Outlook, with a willingness to learn new systems and processes.
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