My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.
My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
I am currently looking to recruit an Investment Support Administrator to join their well-established office on the northeast outskirts.
Overview
The role is offered as a fixed-term contract for a period of 12 months.
This role offers the opportunity to provide high-quality administrative and operational support to the Investment Director and wider Investment Team across Discretionary Fund Management (DFM) activities. The position plays an important part in accurate data management, timely reporting and the smooth delivery of investment processes, supporting the management of AREA Passive Plus, Blended Income MPS and AMPS portfolios. The focus is on administration, process coordination, and data integrity, rather than primary investment analysis or decision-making.
Key duties
• You will maintain and update investment spreadsheets, including FE risk scores, portfolio data and switching logs.
• You will support the delivery of portfolio switches and rebalancing activity.
• You will assist with back office system data reconciliation in partnership with Operations.
• You will prepare Investment Committee packs and produce meeting minutes and action logs.
• You will support the production of monthly bulletins and quarterly factsheets.
• You will produce and maintain AUM reporting and MI outputs.
• You will manage the investment mailbox and coordinate internal and external queries.
• You will maintain document control, audit files and governance records.
Qualifications
Working towards or currently holding a relevant Level 4 industry qualification, such as the CII Level 4 Diploma in Regulated Financial Planning.
Previous experience within financial services.
Highly reliable and trustworthy, with strong integrity and professionalism.
Excellent communication, research and analytical skills.
Confident using financial systems, software and reporting tools.
Strong problem-solving skills and sound judgement.
Self-motivated, resilient and committed to accuracy and high-quality output.
A collaborative approach with the ability to build strong working relationships and networks.
Excellent organisation and time management, with the flexibility to adapt to changing priorities.
Committed to ongoing personal development in line with company and CII requirements.
On successful completion of probation, my client operates a hybrid working , 2 days WFH, 3 in the office.
Benefits
Company social events
Pension
Cycle to work scheme
Employee discount
Enhanced maternity leave
Enhanced paternity leave
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Paid volunteer time
Referral programme
Sick pay
Working from home (post probation)