Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: * Competitive salary reflecting experience and ability. * Pension scheme and medical insurance. * Support for personal development, including exam guidance, study leave and costs covered. * Internal training to understand systems, products and processes. * Time off for CPD and relevant professional events. Experience and Skills Requirements * Familiarity with back-office investment systems and platforms. * Experience with fund switch reports and investment review processes. * Minimum CF1 (or equivalent) qualification. * At least 2 years’ experience dealing directly with clients in financial services. * Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: * Provide administrative support throughout the sales and client review process. * Prepare and manage regular client investment reviews. * Communicate effectively with clients via phone, email and letters. * Demonstrate initiative and sound judgment when handling administrative tasks. * Maintain well-organised client files and accurate records. * Understand and follow compliance procedur...