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Senior Investment Administrator

Company

2i Recruit Ltd

Location

Guildford, Surrey

Type

Full-time

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 Role

As 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

* Proce...

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