Investment Administrator (Investment Management)

Location: London, United Kingdom

Company

hirify.global Cheviot is a UK wealth management firm providing discretionary investment management and financial advice to private clients, charities, trustees, and professional partners.

What you will do

• Assist two investment managers overseeing more than £1 billion in private client assets.
• Handle general administration, including answering phones, preparing PowerPoint presentations, and drafting suitability letters.
• Assist with investment proposals, portfolio monitoring, investment performance tracking, and ongoing client reporting.
• Work closely with clients, agents, and internal stakeholders to provide portfolio information and reports.
• Support Consumer Duty requirements and help deliver good client outcomes.

Requirements

• Interest in financial services, investment management, markets, or portfolio management.
• Strong communication skills and a pleasant, personable manner.
• Ability to work independently, think critically, and build relationships with different clients and stakeholders.
• Comfort writing and responding to emails and letters and speaking with clients by phone.
• Good knowledge of Microsoft Office, especially Excel.

Culture & Benefits

• Permanent, full-time position with full training and collaborative team support.
• Opportunity to take professional exams and progress toward a trainee investment manager role.
• 26 days of annual leave, equivalent to 182 hours.
• Company incentive scheme, non-contributory pension scheme, private medical insurance, and life assurance at four times salary.
• Income protection of 75% of salary after 26 weeks of absence, plus flexible benefits for UK employees.