Investment Administrator - Hybrid 3 days in office, 2 at home - Central Birmingham - 6 months FTC A highly respected and award-winning UK-based wealth management firm is seeking a Portfolio Assistant to join its dynamic and client-focused team. With a strong national presence and a reputation for excellence in investment performance and client service, the firm is committed to sustainability, responsible investing, and fostering an inclusive, high-performance culture.The Portfolio Assistant will provide essential administrative support to Investment and Portfolio Managers, clients, and internal teams. This role is pivotal in ensuring smooth operational processes, timely client servicing, and maintaining high standards of compliance and professionalism.Key ResponsibilitiesManage incoming post and digital documentation, ensuring accurate client file updatesUse internal systems (e.g., APX, AWD, InvestBM, Client Space) to support investment operationsRespond to client and introducer queries via phone and emailCoordinate meetings and assist with onboarding new clientsProcess payments, transfers, subscriptions (ISA/LISA/JISA), and KYC updatesPrepare review packs and assist with formal reportingBuild strong relationships with clients, introducers, and internal stakeholdersProvide cover for senior team members when requiredEnsure compliance with FCA Conduct Rules and internal policiesEssential Experience and Skills:2+ years in the asset or wealth management industryStrong knowledge