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Date Added: Sat 25/05/2024


Liverpool, UK
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Job Type: Permanent, FullTime

Salary: £24,000 - £25,000 per annum

Job Title: Administrator

Industry: Investment Management

Location: Liverpool

Salary: £24,000 - £25,000

Job Reference: 9084

Job Description:

Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals.

As they continue to grow, they are looking for a passionate investment professional to join the team. This is an amazing opportunity for someone looking for their first step into the financial planning /investment space. You will work closely alongside the Investment Manager and be the first point of contact for clients. There is endless opportunities for personal growth and career development in this role, whether you want to stay in the back office side of investments, or eventually become an adviser yourself!

Duties will include but not limited to:

  • Monitor progress of client cases and liaising with the client and the Investment Managers
  • Prompt banking of clients cheques, ensuring funds are cleared correctly
  • Support in managing money laundering documents
  • General documentation management and ensuring procedures are met


  • Competitive salary of up to £25,000
  • Initial 6 month FTC, perm opportunities may be available
  • Hybrid working
  • Excellent training and development
  • 10% pension contribution
  • 25 days holiday, rising to 30. +/- 5 days
  • Clear progression routes
  • Support with professional qualifications
  • Bonus/commission scheme
  • Attractive benefits package including private medical

Skills and experience required:

  • Proven passion or interest in financial planning and/or investment management e.g. relevant degree or experience in the space
  • Strong administration skills
  • Desire to develop your experience within Investments
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