Investment Administrator

TL;DR

Investment Administrator (Wealth Management): Providing operational and administrative support to a team of Investment Managers with an accent on client service, account lifecycle management, and regulatory compliance. Focus on maintaining high standards of accuracy in client documentation, CRM data management, and professional communication with high net-worth individuals.

Location: Must be based in Manchester, UK (Hybrid: minimum 3 days in office)

Company

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

What you will do

• Act as the primary point of contact for clients, financial advisers, and third parties via email and telephone.
• Manage the full lifecycle of client accounts, including openings, updates, and closures.
• Prepare presentation packs, valuations, and proposal documentation for client meetings.
• Process suitability reviews and ensure KYC information is accurately recorded in the CRM.
• Handle administrative account amendments such as withdrawals and changes of service.
• Maintain accurate records and documentation within internal systems.

Requirements

• Must be based in or able to commute to the Manchester office for at least 3 days per week.
• Strong organizational skills with the ability to manage multiple tasks in a fast-paced environment.
• Professional communication skills with a high level of discretion and attention to detail.
• Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint.
• Previous experience in wealth management, investment management, or financial planning is strongly preferred.
• Ability to work effectively with minimal supervision after an initial orientation period.

Culture & Benefits

• Competitive salary with participation in the hirify.global Incentive Scheme.
• Non-contributory company pension scheme.
• 26 days of annual holiday.
• Access to a range of flexible benefits via salary deduction.
• Supportive environment focused on professional growth and inclusivity.