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Permanent

Senior Investment Administrator

2i Recruit Ltd
Guildford
money-bag £38000 Annual
Posted: 27 June 2026 (2 days ago)
Closing date: 27 July 2026
Ref: 3128996989

Our client is looking for a highly organised and detail-focused Senior Investment Administrator to join a successful and growing financial services team.This is an exciting opportunity for someone who thrives in a fast-paced environment, enjoys working with investments, and takes pride in providing outstanding support to clients, advisers, and internal stakeholders.The RoleAs a Senior Investment Administrator, you will play a key role in supporting the smooth administration of client investment portfolios. Working closely with advisers, clients, providers, and internal teams, you will ensure transactions, reporting, and client servicing activities are handled efficiently and accurately.You''ll bring strong technical knowledge, excellent attention to detail, and a proactive approach to delivering a first-class client experience.Key Responsibilities:Managing the administration of investment portfolios and client accounts Processing investment transactions, withdrawals, transfers, and portfolio changes Preparing client documentation, reports, and correspondence Maintaining accurate client records and ensuring data integrity Liaising with investment providers, platforms, and third parties Supporting Financial Advisers with client queries and servicing requirements Ensuring all processes comply with regulatory and internal procedures Monitoring workflows and proactively resolving any issues Assisting with client reviews, valuations, and investment reporting Building strong ..... full job details .....

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