Investment Administrator (Wealth Management)

Location: Manchester, UK; hybrid with a minimum of three days per week in the office

Company

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

What you will do

• Act as a first point of contact for private clients, financial advisers, professional services firms, and other third parties.
• Support the full lifecycle of client accounts, including account opening, data updates, ongoing administration, amendments, and closures.
• Prepare valuations, statements, investment proposals, new account paperwork, and presentation packs for client meetings.
• Process suitability reviews and maintain accurate Know Your Client information in the CRM system.
• Manage electronic application forms through Adobe DocuSign and support access to the online portal.
• Draft client correspondence, save communications accurately, and collaborate with Investment Managers and internal teams.

Requirements

• High accuracy, discretion, professionalism, and a calm telephone manner when handling client information.
• Strong written communication, prioritisation, judgement, and follow-through across multiple tasks.
• Good working knowledge of Microsoft Office, particularly Word, Excel, and PowerPoint.
• Ability to work effectively during busy periods such as quarter-end and tax year-end.
• Previous experience in wealth management, investment management, financial planning, or a similar professional services environment is strongly preferred.
• Experience with Figaro, CRM, or similar systems is helpful but not essential.

Nice to have

• Relevant industry qualifications.
• Experience in a client-facing administrative support role.

Culture & Benefits

• 15-month fixed-term contract providing maternity cover, with potential future opportunities subject to business needs.
• Hybrid working with regular office presence and increasing autonomy after orientation.
• 26 days of holiday, equivalent to 182 hours.
• Company incentive scheme and non-contributory pension scheme.
• Flexible benefits for UK employees, including benefits available through salary deduction.