Investment Administrator

Balsall, Common, Coventry

Salary – up to £35,000

We are working with a well renowned financial planning business based in Balsall common who are looking for an Investment Administrator to join the team. In this role, you will provide essential administrative support, assist with data preparation and reporting, and help ensure the smooth running of investment processes.

Key Responsibilities of Investment Administrator:

• Maintain investment files, reports, and documentation
• Compile and format financial data for reports and presentations
• Assist with client review packs and performance summaries
• Liaise with clients and providers to gather information and resolve queries
• Ensure documentation complies with regulatory standards
• Collaborate with analysts and compliance teams to support investment activities

About You:

• Strong organisational and time-management skills
• Excellent attention to detail and accuracy
• Proficiency in Microsoft Excel and Word
• Clear communication and interpersonal skills
• Experience in financial services or investment administration is desirable

What’s on Offer?

• Salary of up to £30,000
• 25 days annual leave bank holidays
• Progression opportunities into other parts of the business
• Comprehensive benefits package

If you are interested in the Investment Administrator position then apply today and if suitable one of our consultants will be in touch within 24 hours!

Investment Administrator, Administration, Financial services, Admin, Assistant, Investment Management, Investments, Financial Planning