Investment Services Administrator

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  • Salisbury – free onsite parking

Our client is a market-leading financial services provider, and they are looking to welcome an Investment Services Executive to their growing team.

The ideal candidate will have experience of providing excellent services within a similar financial services role.

Key Responsibilities:

  • Responsible for the investment servicing and administration of company products including pensions, ISAs, General Investment Accounts, and Offshore bonds
  • Supporting firms, clients, and third parties by resolving queries
  • Handling inbound communications in a timely manner
  • Completing daily routines including bulk trade order and settlement transactions
  • Identifying and resolving any discrepancies efficiently
  • Ensuring compliance with all regulatory and legislative requirements


  • Strong experience within a similar financial services role
  • Excellent communication skills, both written and verbal
  • Strong working knowledge of IT systems including Microsoft Office
  • Excellent time management skills to meet strict deadlines

Our client offers a great starting salary and a discretionary bonus each year, a generous holiday package of 34 holiday days per year including Bank Holidays, as well as ongoing opportunities for professional development.

If you’re ready to take the next step in your career, please apply today!