Hybrid working
Flexible benefits
Pension scheme

Investment Administrator

Salary Dependent on Experience
Location Leeds
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

Hours per Week

40

Work Pattern

8.00am – 5.00pm

Location

Leeds

Contract

Permanent

It’s an exciting time to join Redmayne Bentley. After recently celebrating our 150th year in business, we are entering the next stage of our firm‑wide strategy — building on our strong heritage while continuing to evolve, improve and invest in the future.

About the Role

Investment Administrators are one of the first points of contact for dealing with queries from our clients as well as providing timely and valuable admin support to our Investment Managers and Executives.

This is an excellent opportunity for an organised and detail-oriented individual looking to develop their career within investment management and financial services.

Your work will play an important role in supporting client journeys, maintaining regulatory compliance, and helping to deliver excellent client outcomes.

You will regularly collaborate with colleagues and gain exposure to a broad range of investment administration activities whilst building your knowledge of our systems, processes and industry best practice.

This is a client-facing role, with client queries coming in via phone, post, and email so we need a confident communicator who can handle these queries clearly and sensitively.

Aligned with our Stand Together and Stand Out culture, you will collaborate openly, offer support to others, and consistently demonstrate a commitment to high standards of accuracy, professionalism, and service.

Further specific details about the role can be found in the job description attached to this advert.

About the Team

Our award‑winning Leeds Investment Management team is recognised as a key contributor towards our firm’s long-term ambitions.

Within the wider team there are a wide range of experiences and backgrounds, all keen to share their knowledge and collaborate. With specialists in portfolio management, investment research, Training & Competence & investment management, you will find yourself surrounded by people to learn from and welcoming of your input and support.

You would also join a friendly and supportive community of Investment Administrators, both within the Leeds team and the wider branch network, frequently working together to ensure delivery of excellent client outcomes.

What we’re looking for

Qualifications, Experience & Knowledge

Essential

  • At least 1 year of providing administrative support within a front-office team such as Investments, Wealth Management, Financial Planning or Stockbroking.
  • Strong awareness of common Investment Management investment vehicles (Funds, Trusts, ISAs, JISAs)

Desirable

  • Previous experience or exposure to continuous improvement/change initiatives or projects
  • Good understanding of back-office processes (i.e. Client Onboarding, Transfers, Client Cash Management) and how they impact client outcomes.

Skills And Behaviours

  • Adaptable and Resourceful – applies sound judgement and is proactive to solve problems and react to changing circumstances.
  • Client Focused – consistently contributes to delivering excellent client outcomes.
  • Collaborative – enjoys being an active part of a supportive environment and working together with colleagues across the firm.
  • Detail-Oriented - ensures processes are followed correctly and their work is completed to a consistently high standard of accuracy.
  • Embraces Change – is open to suggesting and adopting to new ideas and ways of working.
  • Organised – prioritises effectively and deliver high-quality outputs within critical deadlines.
  • Patient – provides clear, confident support to clients and colleagues, even during challenging situations.
  • Proactive – seeks out opportunities to develop themselves further, solve problems and to contribute to projects and opportunities.
  • Professional Communication Skills - able to communicate with clients and colleagues with a positive and professional manner, both in person and over the phone.

What does the future look like?

There are multiple developmental paths for an Investment Administrator at Redmayne Bentley.

Some have moved into managerial or supervisory roles, others into a variety of specialist roles within Investment Management after completing industry qualifications.

Redmayne Bentley has a proud history of internal development and promotion, so there are plenty of options available for you to enjoy a long and varied career with us.

Redmayne Bentley also provides full support for colleagues to achieve further industry standard qualifications, if that is something they wish to do in the future.

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth. 

It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities.

As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector. 

Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework. 

Our future looks more exciting than ever, come and share it with us.

Our core values are at the heart of everything we do:

We are always continuing to improve our employee benefits to support our employees’ lifestyles, provide more flexibility and to reward and recognise excellence. 

Pension
Scheme

Private
Medical Insurance

Employee Assistance Programme

Travel Loans and Cycle to Work

Reward and Recognition Schemes

Hybrid
Working

Group Life Assurance

Generous Family Leave Entitlements

Are you interested in this role?  
Yes? That’s great! Find out more about our application process below and what to expect after applying.  

Applying is easy! All you need to do is enter your email address and click the ‘Apply Now’ button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV. 

We review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next steps. In the meantime, find out more about us and our teams using the headers at the top or following us on social media.  

If you are successful in being shortlisted, we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.  

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