Investment Administrator - Apprenticeship

Location: Liverpool, United Kingdom

Company

hirify.global is a UK wealth management business providing discretionary investment management, financial advice, investment platforms, and multi-asset investment solutions.

What you will do

• Support investment managers with the administration of client accounts from opening through closure.
• Answer calls, prepare suitability letters, maintain suitability affirmations, and assist with investment proposals and presentations.
• Arrange payments for clients and advisers and prepare investment managers for client meetings.
• Distribute ongoing client reports and provide portfolio information to clients, IFAs, solicitors, and accountants.
• Complete team administration, including meeting minutes, CPD record keeping, and arranging meetings and client events.
• Work in accordance with MiFID II and Consumer Duty requirements to support compliant client outcomes.

Requirements

• Right to work in the United Kingdom is required; visa sponsorship is not available.
• Interest in financial services or investment management.
• Analytical ability, attention to detail, curiosity, and a strong work ethic.
• Clear written and verbal communication skills for working with clients and stakeholders.
• Ability to collaborate across departments and build effective relationships.
• Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.

Culture & Benefits

• Permanent full-time apprenticeship with full training and support toward the Level 4 Investment Operations Specialist qualification.
• Twenty percent of weekly working hours is dedicated to qualification study.
• Twenty-six days of holiday, plus a company incentive scheme and pension plan.
• Private medical insurance, life assurance, income protection, and flexible benefits for UK employees.
• Collaborative environment focused on integrity, curiosity, continuous improvement, and teamwork.