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Permanent

Investment Administrator

mbf.
Guildford
money-bag £35000 Annual
Posted: 02 October 2026 (Today)
Closing date: 01 November 2026
Ref: 3186933933

mbf are working with one of the UK''s most successful and highly regarded Investment Management and Financial Planning companies, who are looking to appoint an Investment Administrator to join their established team in Guildford. This is an excellent opportunity for an Investment Administrator, someone with relevant investment/wealth management experience or a financial services administrator who is looking to take the next step in their career. The Role Working as part of a professional and supportive team, you will provide high-quality administrative support across a range of investment and financial planning activities. Key responsibilities will include: Providing administration and support to investment managers Processing investment transactions and maintaining accurate client records Preparing documentation and correspondence for clients and advisers Liaising with clients, advisers, investment managers and third parties Supporting the team with new business and ongoing client servicing Ensuring all administration is completed accurately and within required timescales Maintaining a high level of client service at all times The Person The successful candidate will ideally have previous experience within Financial Services, particularly within investment, wealth management or financial planning. The role would suit an experienced administrator looking to develop their career within investments, as well as candidates who are already working towards or interested in ..... full job details .....

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