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Job Details

Closing Date
22/01/2022 23:59
Leeds (Head Office)
29 December 2021

Investment Administrator

An exciting opportunity has arisen for an Investment Administrator to join our Investment Management team.  The role is based at the firm’s Leeds Head Office and provides exposure to the fascinating world of investment management and stockbroking.

Our values of Excellence, Integrity, Respect, Responsibility and Teamwork remain at the heart of all we do. If these values and behaviours resonate with you and you would like the opportunity to work for an award-winning firm, then we would love to hear from you.

What you will be doing
Our Investment Managers are responsible for creating, advising and managing individually tailored portfolios designed to achieve our client’s investment objectives. 

As an Investment Administrator you will support and assist the team in general branch administration. You will be responsible for preparing and collating review letters, client packs, valuations and invoices. Providing clients and/or their agents with information and reports about their portfolios, as well as assisting with general client enquiries.

What you will bring to the team
A keen eye for detail along with excellent written and verbal communication skills. The ability to build relationships with our clients and deliver an excellent service. Good Microsoft office skills and the ability to work to tight deadlines. You will also need to be a team player, with an enthusiasm and willingness to help others.

In return, we offer a competitive reward packaged including 25 days annual leave plus bank holidays (increasing with service), a discretionary bonus scheme, contributory pension, private medical care and travel loans.

If you are looking to establish a career at an award-winning firm that was established in 1875, is proud of its history and values its people, please submit you CV along with a covering letter to

Alternatively, please contact Katie Trueman on 0113 4689 121 for an informal discussion about the role.
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