⚠️

High Automation Risk

This role has an above-average probability of significant AI or automation disruption. Consider upskilling and monitoring AI tooling in this sector.

Investments Administrator - FTC

Recruitment WorksVia agency

Full TimeNot specifiedNot specifiedFinance

Posted 15 March 2026Closes 27 March 2026

Apply for this role ⇄ Compare with another role

👤 For candidates

🤖 Enhance with AI

›Master Excel automation for faster reconciliation tasks
›Use AI tools to draft and review investment reports
›Leverage chatbots for routine client query responses

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For employers

🔄 Alternatives

🤖 AI AgentUiPath RPA

Automates cash processing and data entry tasks efficiently

💻 TechnologyPower Automate

Streamlines report generation and reconciliation workflows

🌍 OutsourcingSpecialist Investment Admin Providers

Reduce costs for routine portfolio administration

⚡ Recommendation

🔀 Hybrid approach

Routine tasks are automatable; human oversight needed for compliance and client liaison

Microsoft Copilot & M365

Power Automate

Automate cash transfers and reconciliation processes

Copilot for Excel

Accelerate financial data analysis and reporting

Microsoft Teams

Enhance team coordination and client communications

60% Medium riskAI 75%

AI Exposure (AIOE)75%

Financial and Investment Analysts

O*NET 13-2051.00

Top Skills

Administration and Management Microsoft Excel Attention to Detail

⭐ Growing🇬🇧 Visa eligible↑ 57% Claude Index

🏢 For Employers

This role scores highly for automation potential. You may want to consider a technological solution - or redesign the role to focus on tasks that benefit from human judgement.

👤 For Candidates

This role is highly automatable. Unless you can augment your work using AI tools, long-term prospects in this area may be limited. Consider building complementary skills that are harder to automate.

Job Description

Our client is seeking an Investment Administrator to support the ongoing administration of externally managed portfolios within a busy Investment Management team. Key duties: account administration, cash transfers, resolving queries, and liaising with third parties. Requirements: 2+ years’ investment or similar experience. Strong Excel skills. Excellent accuracy and organisation. Team player with ability to meet deadlines. A great opportunity to gain valuable experience in a professional investment environment. To apply email jo@recruitmentworks.im or call 629 676.

Automation Risk

Automation probability60%

AI exposure (AIOE)75%

This role contains a significant proportion of routine and augmented tasks, such as cash processing, data entry, and report generation, which are increasingly automatable with RPA and AI tools. However, tasks involving interpersonal coordination, complex query resolution, and compliance oversight still require human judgment and communication skills, limiting full automation in the near term.

Task analysis

Process and monitor cash transfers between investment accounts.
Administer and maintain accurate records of externally managed investment portfolios.
Resolve queries from clients, custodians, and third parties regarding transactions and account details.
Liaise with external managers, custodians, and internal teams to coordinate account activities.
Prepare and review investment reports and statements for accuracy.
Ensure compliance with internal controls and regulatory requirements for investment administration.
Support the onboarding of new investment accounts and documentation.
Assist with data entry and reconciliation of portfolio transactions.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible

UK SOC2020: 4122 — Finance Officers

O*NET: 13-2051.00 — Financial and Investment Analysts

AI analysis: 16 March 2026

UK Salary Benchmark

Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings

scale £90k

UK sector median

£58,597

UK sector mean

£86,468

£0£23k£45k£68k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

›Master Excel automation for faster reconciliation tasks
›Use AI tools to draft and review investment reports
›Leverage chatbots for routine client query responses

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

🤖 AI AgentUiPath RPA

Automates cash processing and data entry tasks efficiently

💻 TechnologyPower Automate

Streamlines report generation and reconciliation workflows

🌍 OutsourcingSpecialist Investment Admin Providers

Reduce costs for routine portfolio administration

⚡ Recommendation

🔀 Hybrid approach

Routine tasks are automatable; human oversight needed for compliance and client liaison

Microsoft Copilot & M365

Power Automate

Automate cash transfers and reconciliation processes

Copilot for Excel

Accelerate financial data analysis and reporting

Microsoft Teams

Enhance team coordination and client communications

Key Skills

Administration and ManagementIntermediateMicrosoft ExcelAdvancedAttention to DetailAdvancedTime ManagementIntermediateTeamworkIntermediateClient Relationship ManagementIntermediateFinancial ReportingBeginnerData AnalysisBeginnerStakeholder ManagementBeginnerReport WritingBeginner

Knowledge Areas

Financial Services IndustryAccounting PrinciplesData Analysis and ReportingClient Service and Relationship ManagementFinancial Regulations and ComplianceReporting and DocumentationOffice Administration

Alternative Career Paths

Investment Analyst85% match

Analyze investment opportunities and portfolio performance for clients or institutions.

Portfolio Administrator90% match

Oversee the administration and operational aspects of investment portfolios.

Client Services Associate80% match

Act as a liaison between clients and investment teams, handling queries and account management.

Compliance Assistant70% match

Support the monitoring and enforcement of regulatory and internal compliance within financial services.

Also Consider

Portfolio Administrator Client Services Associate Financial Operations Assistant Compliance Assistant Investment Operations Analyst Fund Administrator Securities Processing Specialist

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

IBM SPSS StatisticsSASThe MathWorks MATLABGoogle DocsMicrosoft WordOracle PeopleSoftSAP softwareWorkday softwareAlteryx softwareMicrosoft Power BITableau