We are working with a leading UK wealth management and investment services firm who is seeking an Investment Administrator to support its investment teams and deliver an excellent client experience.

About the role

This client-facing position acts as the main contact for client lifecycle administration, ensuring smooth end-to-end service delivery. You will support investment managers and operate within a centrally managed framework while working closely with local teams.

Key responsibilities include:

• Managing the full client lifecycle (onboarding, account opening, transfers, payments, amendments, valuations)
• Acting as the main point of contact for administrative queries and client support
• Supporting client meetings and handling administration discussions
• Producing client documentation, summaries, and welcome letters
• Managing complex cases such as estates, deceased clients, and p...