Manchester
Investment Management Administrator – Cheshire / Hybrid
A growing and well-established investment management firm is seeking an Investment Management Administrator to join its team. This role offers a varied opportunity to support an experienced investment management function, working closely with IFAs, platforms, and internal stakeholders.
Key Responsibilities:
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Providing administrative and technical support to the investment management team
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Onboarding new clients and preparing investment illustrations
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Investing and monitoring new business through to completion
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Implementing model portfolio strategy changes across multiple platforms
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Managing withdrawals, strategy switches, and full surrender requests
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Monitoring transfers and ensuring timely completion
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Maintaining accurate Excel trackers for new business, investments, and withdrawals
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Producing performance data using FE Analytics
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Supporting the management team with AUM reporting and capital flow data
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Assisting with the preparation of factsheets, product materials, and newsletters
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Liaising with platform providers to resolve investment and operational issues
Skills & Experience Required:
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Experience in investment or technical administration
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Strong Excel and general Microsoft Office skills
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Confidence liaising with IFAs and external providers
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High attention to detail and strong organisational skills
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Ability to manage multiple tasks and meet deadlines
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Knowledge of Fusion, 7IM, or Hubwise platforms is desirable
This role would suit someone with a background in investment or wealth management administration who is looking to further develop their technical knowledge within a supportive and professional environment.