Investment Administrator (Wealth Management)

TL;DR

Investment Administrator (Wealth Management): Supporting two Investment Managers with client administration, portfolio reporting, suitability reviews, and account maintenance with an accent on accuracy, regulatory compliance, and efficient service delivery. Focus on coordinating complex client documentation, maintaining Know Your Client data, processing account changes and payments, and managing communication with private clients and intermediaries.

Location: Hybrid role based in Birmingham, United Kingdom. Fixed-term contract for 12 months.

Company

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

What you will do

• Support two Investment Managers with investment management services and day-to-day client administration.
• Coordinate suitability checks by preparing fact-find forms and suitability letters, and scheduling meetings and review calls.
• Prepare portfolio reports, investment proposals, correspondence, and other documentation for client meetings.
• Maintain client relationship records, Know Your Client information, CRM data, databases, and account documentation.
• Open new accounts and process amendments, client payments, ISA subscriptions, deceased accounts, post, and correspondence.
• Handle client and intermediary queries, administrative coordination, expenses claims, CPD logs, mail merges, and meeting arrangements.

Requirements

• Good working knowledge of Microsoft Word, Excel, and Outlook.
• Operational understanding of interdepartmental processes.
• Strong attention to detail and the ability to prioritise workloads effectively.
• Team-oriented approach with an open, inquisitive mindset and willingness to learn and contribute.
• Ability to complete all duties in line with applicable rules, compliance regulations, and internal policies.

Culture & Benefits

• 26 days of annual holiday, equivalent to 182 hours.
• Eligibility for the hirify.global Incentive Scheme.
• Non-contributory company pension scheme with the option to increase contributions.
• Flexible benefits for UK employees, payable through salary deduction.
• Opportunity to develop skills and pursue professional qualifications.
• Inclusive workplace focused on integrity, curiosity, collaboration, and continuous improvement.