Job Description

Hymans Robertson Investment Services (HRIS) is fully owned by Hymans Robertson LLP. HRIS runs a rapidly growing UK discretionary fund management (DFM) proposition, which is focused on designing and managing a model portfolio service (MPS) for its professional clients - in this case, third party UK financial adviser firms. The MPS portfolios are currently made up of multiple underlying funds, typically spread across a range of asset classes and using different management styles, such as active and passive management.

This advert is for the role of Investment Administrator based in either our Birmingham, Edinburgh or London Office. This person will play a key role in this team.

Some of the key responsibilities will include:

Project managing the team's investment monitoring, including liaising with internal and external partners. Supporting the client onboarding process, working closely with HRIS's Operations and Sales teams. Preparation of draft papers and presentations for peer review. Project manage the provision of data to external parties e.g. risk profiling firms. Ad-hoc actions/projects as required.

Personal characteristics:

Excellent interpersonal and communication skills. Flexible, pro-active and innovative approach. Clear analytical ability. Project management and multi-tasking abilities. Excellent team player and able to work on own initiative. Comfortable working in a dynamic, busy and nimble environment

Qualifications and experience:

Financial services experience preferred but not essential. Must be extremely organised and have keen eye for attention to detail. Proactive and strong work ethic and keen to contribute ideas and improvements. Strong sense of ownership. Proficient in word, excel and power point. Collaborative and partnering in style - effective in building working relationships with internal team members as well as external parties.

We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.


That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.


For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.