Investment Administrator

A leading UK wealth-management and investment services firm is seeking a Client Service Executive to support its investment teams and deliver an exceptional client experience. The organisation is well-established, highly reputable, and known for providing long-term financial planning and investment management services to private clients, charities, and institutions.

About the Role

This is a client-facing position responsible for service delivery and relationship management. The role acts as the primary contact for all Client Lifecycle tasks and queries, ensuring smooth end-to-end administration and supporting the operating model for the local investment management team. Although embedded locally, the role works within a centrally managed framework.

• Build and maintain strong relationships with clients and internal stakeholders, using business and client knowledge to deliver excellent outcomes


• Manage all stages of the client lifecycle to ensure a timely, efficient experience


• Act as the main liaison between clients, investment teams, operations, and other stakeholders, ensuring clear communication throughout


• Follow all lifecycle processes in line with the Operating Model, including account opening, onboarding, transfers, payments, amendments, and quarterly valuations


• Gather required information and produce client summaries and welcome letters


• Work with colleagues and wider admin functions to share knowledge and improve processes


• Serve as the first point of contact for administration queries, including attending client meetings and leading discussions on admin matters


• Handle more complex processes such as estates, deceased clients, and probate


• Broad understanding of lifecycle processes and the firm’s products and services

• High accuracy in maintaining client support systems and data


• Identification and escalation of opportunities for operational efficiency and process improvement


• Full ownership of administration activity, reducing the admin burden on Investment Managers


• Active participation in Client Support meetings and contribution of best-practice ideas


• Effective collaboration across teams and departments


• Proactive involvement in project work or working groups


• Positive engagement with change and new technology


• Consistent demonstration of the firm’s values

• Experience in a similar Financial Services role managing end-to-end administration processes


• Client-facing experience (desirable)


• Investment Operations Certificate (desirable)


• Progression from a CSA role or equivalent external experience


• GCSEs (A–C) in English and Maths or equivalent


• Broad understanding of the firm’s proposition suite


• Knowledge of the regulatory environment


• Understanding of the products and services offered

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