INVESTMENT ADMINISTRATOR - HAILSHAM

We are looking for an experienced Investment Researcher / Administrator to support Financial Advisers and Paraplanners in an Independent Financial Adviser (IFA) environment. This hybrid role combines administrative, compliance, and investment research responsibilities to ensure a smooth, efficient, and compliant client service process.

You will act as a key point of contact between advisers, clients, and external providers while assisting with research and documentation that supports investment recommendations.

Key Responsibilities:
Administrative & Compliance Duties

• Act as primary liaison between advisers, clients, and external providers.
• Manage Letters of Authority (LOAs) and ensure timely processing of applications, fund switches, and withdrawals.
• Maintain accurate client records in the CRM and ensure all documentation complies with regulatory and internal standards.
• Prepare client files, valuation reports, and meeting documents.

Investment Research & Technical Support

• Source up-to-date fund values, quotes, and illustrations.
• Conduct initial product, platform, and investment solution research using tools such as Financial Express, Defaqto, or Dynamic Planner.
• Review portfolios, calculate performance metrics, and produce reports for client meetings.
• Support suitability assessments by gathering client financial and personal data.
• Accurately process new business applications and other transactions via online platforms.

Key Competencies & Skills:

• Strong attention to detail and organisational skills.
• Excellent numeracy and IT proficiency, including financial planning software and Excel.
• Proactive, self-motivated, and able to manage multiple cases to tight deadlines.
• Excellent written and verbal communication skills for professional client and provider liaison.

Experience & Qualifications:

• 1–2 years’ experience in administration within financial services, wealth management, or related sectors.
• Relevant financial services qualifications are desirable, such as:
• Certificate in Financial Services (Level 3 or 4)
• Modules from Diploma in Regulated Financial Planning (e.g., R01, R02)
• Investment Administration Certificate or equivalent

Why Join?

• Work in a professional, client-focused environment.
• Gain exposure to investment research and client-facing processes.
• Opportunity for professional development and further financial qualifications.

Location: Hailsham
Salary: Competitive
Job Type: Full-time

To Apply:
If you are detail-oriented, proactive, and have experience supporting advisers in a financial services environment, please get in touch with Riley to apply or learn more - riley@artemisrecruitment.co.uk