Investment Management Administrator

Investment Management Administrator Location: Cardiff Salary: Up to £28,000 Working Pattern: Hybrid, with 2 days working from home Contract: Permanent, Full-time About the Role We are currently recruiting for a Team Administrator to join a leading UK wealth management business in its Cardiff office. This is an excellent opportunity for an organised and client-focused individual to join a high-performing team and provide essential administrative support to Investment Managers, Portfolio Managers, clients, introducers and internal teams. You will play a key role in ensuring the smooth running of the team, maintaining accurate records, managing client requests and supporting the onboarding and ongoing servicing of clients. Key Responsibilities Open, scan and save post to client files. Respond to client and introducer queries by telephone and email. Manage workflow queues and ensure requests are dealt with promptly. Arrange meetings for Investment Manager teams. Liaise with relevant internal teams to support the effective onboarding of new clients. Initiate incoming and outgoing transfers and keep Investment Managers and Portfolio Managers updated on progress. Instruct internal cash and stock transfers between portfolios. Process client payment instructions, including arranging call-backs where required. Complete client KYC and account amendments. Process ISA, LISA, JISA and Flexible ISA subscriptions. Assist with meeting preparation, including printing and binding ..... full job details .....