Investment Administrator
- Recruiter
- Tate
- Location
- Hertfordshire
- Contract
- Permanent
- Work pattern
- Full Time
- First listed by Ontap
- 22 October 2026
Job description
Technical & Dealing Administrator
Central Hertfordshire Team of 5 Financial Services
Do 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 Role
Key responsibilities include:
Who We're Looking For
Essential:
Previous jobs could have been:
Or similar investment, wealth management, platform, client asset or financial services administration experience.
Why Join?
Please use the APPLY button to load your CV. Tate will contact shortlisted candidates promptly to discuss further and support your application.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.