RGH-Global | People Services
Investment Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Investment Administrator
Location: Worcester (Office Based)
Salary: £25,000 - £33,000 DOE
About the Role
An excellent opportunity has arisen for an Investment Administrator to join a well-established wealth management firm, providing high-quality administrative support to Investment Managers and contributing to positive client outcomes. You'll play a key role in the day-to-day monitoring and administration of client portfolios, working within a compliance-driven framework and collaborating closely with a supportive, experienced team.
Key Responsibilities
- Provide administrative support on complex tasks as directed by the Investment Manager, including file notes, correspondence, and client meeting coordination
- Build and maintain strong client relationships through accurate, timely support — adapting your approach appropriately when working with vulnerable clients
- Handle account opening and closing processes
- Manage stock transfers into accounts and process payments
- Maintain and update static data within the firm's investment platform
- Produce Excel-based reports using platform data
- Place trades on the investment platform based on instructions received from the Investment Manager, ensuring accurate execution and booking
- Take and process client orders for non-complex instruments within the Execution Only Service, ensuring accurate execution and booking
- Support Investment Managers with preparation for client pitches and meetings
- Assist the wider team with ongoing projects and process improvement initiatives
- Undertake technical and regulatory training as required
- Stay proactively informed on industry and market developments
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About You
- CISI Level 3 qualification (or equivalent), or a genuine commitment to achieve this within an agreed timeframe
- Strong proficiency in Word, Excel, and PowerPoint
- Prior experience with a wealth management/investment platform is advantageous
- Excellent customer service and communication skills
- Ability to work independently and manage priorities effectively
- High level of accuracy and attention to detail
- Strong organisational, interpersonal, and team-working skills
- Sound understanding of regulatory requirements and client contact boundaries within financial services
- A genuine commitment to acting with integrity, care, and diligence, and to delivering fair, positive outcomes for clients (in line with FCA Conduct Rules)
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What's on Offer
- Salary of £25,000–£33,000, dependent on experience
- Office-based role in Worcester
- Supportive team environment within a values-led organisation
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills