Full-time Posted June 23, 2026
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Job Description

Investment Administrator – Financial Services

Location: Godalming


Employment Type: Full-time


Industry: Wealth Management / Financial Planning


An established and growing financial services firm is seeking an organised, detail-driven Investment Administrator to join their Investment Operations team. This is an excellent opportunity for someone who thrives in a process-focused role and enjoys playing a key part in delivering a high-quality investment management service to clients.


The Role


As an Investment Administrator, you will support the full investment administration lifecycle and ensure clients receive a seamless and compliant service. Your responsibilities will include:


Client Investment Administration

  • Producing and managing client portfolio reviews within annual cycles, issuing reports, and following up outstanding responses.

  • Ensuring regular cl...
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