Investment Administrator - Wealth Management

Mulberry Recruitment

Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages.

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Investment Administrator - Wealth Management

Mulberry Recruitment

Updated 4 days ago
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Godalming 📅 2026-03-23

About this role

Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages.

About the Company

Mulberry Recruitment is a specialist recruitment agency focusing on finance and accounting roles, providing tailored solutions to both clients and candidates.

Key Highlights

  • Requires proven experience in wealth management sector
  • Strong understanding of pensions, investments, life assurance, and mortgages
  • Opportunity to work in a reputable agency
  • Focus on client relationship management
  • Potential for professional development

💡 Honest Take: This role is ideal for those with solid experience in wealth management, but may not suit candidates seeking remote work or entry-level positions.

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