Investment Property Administrator

Investment Administrator - Hybrid 3 days in office, 2 at home - Central Birmingham - 6 months FTC

A highly respected and award-winning UK-based wealth management firm is seeking a Portfolio Assistant to join its dynamic and client-focused team. With a strong national presence and a reputation for excellence in investment performance and client service, the firm is committed to sustainability, responsible investing, and fostering an inclusive, high-performance culture.
The Portfolio Assistant will provide essential administrative support to Investment and Portfolio Managers, clients, and internal teams. This role is pivotal in ensuring smooth operational processes, timely client servicing, and maintaining high standards of compliance and professionalism.
Key Responsibilities

Manage incoming post and digital documentation, ensuring accurate client file updatesUse internal systems (e.g., APX, AWD, InvestBM, Client Space) to support investment operationsRespond to client and introducer queries via phone and emailCoordinate meetings and assist with onboarding new clientsProcess payments, transfers, subscriptions (ISA/LISA/JISA), and KYC updatesPrepare review packs and assist with formal reportingBuild strong relationships with clients, introducers, and internal stakeholdersProvide cover for senior team members when requiredEnsure compliance with FCA Conduct Rules and internal policies
Essential Experience & Skills:
2+ years in the asset or wealth management industryStrong knowledge of investment account types (GIA, ISAs, SIPPs, Trusts, etc.)Excellent organisational and prioritisation skillsHigh attention to detail and accuracyStrong communication skills - both written and verbalProactive, solutions-oriented mindsetAbility to manage complex information and multitask effectivelyComfortable engaging with a wide range of stakeholdersWhy Join?Be part of a purpose-driven firm with a commitment to sustainability and diversityHybrid working model (3 days in-office, 2 days remote)Inclusive culture that values integrity, collaboration, and making a differenceCareer development opportunities and support for high performanceIf all of the above sounds like the ideal job for you please email your CV over to #