Michelle Denny Recruitment is delighted to be supporting a well-established wealth management services firm in Diss with their search for a meticulous and client-focused Financial Investment Administrator. This is a great opportunity for someone with a background in financial services who’s looking for flexibility, variety, and the chance to enhance their career in a supportive environment. Great benefits too!
Why this role?
* Flexible part-time hours – 3 days / 16.5 hours per week, with flexibility on days and times
* Attractive package – Pro rata salary £30k–£35k, private health insurance, pension and free parking
* Professional growth – Fully funded training after probation to expand your knowledge and skills
* Meaningful impact – You’ll support the MD directly and play a key role in client care, compliance and business operations
What you’ll be doing:
* Acting as the first point of contact for client queries and calls
* Managing and maintaining accurate client records and onboarding new clients
* Preparing clear reports and documentation for meetings
* Liaising with providers, reviewing files and risk reports
* Supporting diary management, compliance processes and general business administration
What we’re essentially looking for:
* Solid experience in financial services (pensions/investments a real advantage)
* Strong MS Office 365 skills; familiarity with Intelligent Office or Dynamic Planner
* Highly organised, detail-oriented and confident working independently
The opportunity:
This role is ideal if you’re looking for part-time hours in a small, professional environment while still being able to grow your expertise. It offers flexibility, development and the chance to make a real difference to clients’ financial journeys.
Please note that this role is office based and does not offer remote working.
Appointment to this role will be subject to a standard DBS check at offer stage.