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Permanent

Investment Administrator

Tate
St. Albans
money-bag £10000 - £500000 Annual
Posted: 22 October 2026 (Today)
Closing date: 21 November 2026
Ref: 3199923217

Technical and Dealing AdministratorCentral Hertfordshire Team of 5 Financial ServicesDo you have experience administering investment or life assurance products within a regulated financial services environment?If you''ve worked as an Investment Administrator, Wealth Management Administrator, Dealing Administrator or similar, and you''re looking for a long-term career with a stable and supportive employer, we''d love to hear from you.We''re recruiting on behalf of a highly respected, privately-owned financial services business based in Central Hertfordshire. Large enough to offer financial stability and work with some of the UK''s leading investment providers and products, yet small enough that every employee is known, valued and listened to.This is a genuinely people-focused business where decisions can be made quickly, ideas are welcomed and careers are built for the long term. With an average employee tenure of over 7 years (compared to an industry average of around 2.5 years), the culture speaks for itself.You''ll be joining a close-knit team of five and playing a key role in the administration and processing of investment and life products for private clients. The RoleKey responsibilities include:Processing investment transactions, redemptions and transfer outsSupporting daily dealing activities and trade executionAdministering dividends, maturities and stock movementsConducting stock reconciliations and resolving discrepanciesProcessing ISA-related ..... full job details .....

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