Investment Administrator

Recruiter
mbf.
Location
Guildford
Salary
£35,000 per year
Contract
Permanent
Work pattern
Not Specified
Working arrangement
Hybrid working
First listed by Ontap
1 October 2026
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Job description

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 gaining further industry qualifications.

You will be organised, detail-focused and comfortable working in a professional, client-focused environment. Strong communication skills and a genuine interest in developing a career within financial services are essential.

What's on offer

Salary up to £35,000, depending on experience
Annual discretionary bonus
Strong company benefits package
Hybrid working
Full support towards relevant financial services and market examinations
Clear opportunities for career progression and development
The opportunity to work for a highly successful and established financial planning and investment management business
Professional and supportive working environment
Guildford-based office

This is a fantastic opportunity for an ambitious individual to join a highly successful business, develop their investment knowledge and build a long-term career within the industry.

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