Investment Administrator (Financial Services)

Location: Leeds, UK (Hybrid)

Contract: 12-month fixed-term contract

Company

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

What you will do

• Administer investment accounts throughout their lifecycle, from opening through ongoing maintenance to closure.
• Support five Investment Managers with client administration and ensure work is completed accurately and compliantly.
• Answer phones, manage correspondence, prepare suitability letters and affirmations, and assist with investment proposals and presentations.
• Facilitate new account openings, arrange payments to clients and advisers, and prepare Investment Managers for client meetings.
• Provide portfolio information and reports to clients, IFAs, solicitors, and accountants while building effective stakeholder relationships.
• Maintain meeting minutes and CPD records, and coordinate events, meeting rooms, and client meetings.

Requirements

• Strong administration skills and excellent attention to detail.
• Ability to prioritise tasks, work independently, and meet deadlines.
• Good written and verbal communication skills, including communication with clients by email, letter, and phone.
• Interest in financial services or knowledge of investment management.
• Willingness to learn and take on responsibility within a collaborative team.
• Ability to work in a hybrid role based in Leeds, UK.

Culture & Benefits

• Full training and collaborative support from an experienced Investment Management team.
• Potential to progress into a permanent role if the branch continues to expand.
• 26 days of holiday, equivalent to 182 hours.
• Non-contributory company pension scheme with the option for additional personal contributions.
• Incentive scheme and flexible benefits available to UK employees, including benefits payable through salary deduction.