Investment Administrator (Finance)

TL;DR

Investment Administrator (Finance): Providing comprehensive administrative support to Investment Managers and high-net-worth clients within a leading wealth management firm with an accent on client account lifecycle management and professional correspondence. Focus on maintaining regulatory compliance, coordinating client reporting, and ensuring seamless operational support for the investment team.

Location: Hybrid (London) - Must be based in or be able to commute to the London office 3–4 days per week

Company

hirify.global is one of the UK’s largest wealth management firms, overseeing £141.2 billion in customer investments.

What you will do

• Manage the full client account lifecycle, from opening to closing, ensuring all processes remain fully compliant.
• Handle professional queries from high-net-worth clients, Investment Managers, and financial advisers via telephone and email.
• Prepare critical documentation, including suitability letters, investment proposals, and account valuations.
• Execute financial transactions such as BAC and CHAPS payments.
• Coordinate team administration, including diary management, room bookings, and expense processing.
• Produce regular client reporting using Outlook mail merge and PowerPoint presentations.

Requirements

• Location: Must be based in London for a hybrid setup (3–4 days onsite)
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Professional telephone manner and communication skills for interacting with high-net-worth clients.
• Ability to work under pressure during peak periods such as quarter-end and tax year-end.
• Experience in the investment or wealth management sector is preferred but not essential.
• Strong attention to detail and the ability to prioritize tasks effectively.

Culture & Benefits

• Comprehensive benefits including private medical insurance and a non-contributory pension scheme.
• Life assurance (4x salary) and income protection (75% of salary).
• Annual leave of 26 days (182 hours).
• Eligibility for the hirify.global Incentive Scheme based on business and individual performance.
• A collaborative, inclusive, and nurturing environment that values diversity and professional growth.