TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : Investment Administrator Location :Banbury Benefits : Competitive salary (dependent on experience and qualification level) 5% Employer Pension Contribution Death in Service Benefit Supportive and professional team environment 22 days holiday (plus office closure over Christmas) Free parking Salary : Up to£35,000 per annum (dependent on experience) About the Company : This well-regarded financial services firm provides bespoke investment and financial planning solutions, supported by a strong team of advisers, paraplanners, and administrators. With a focus on high-quality client service, the company operates from a professionally converted office space with ample parking and a collaborative team culture. The firm values experienced professionals who bring a strong understanding of investments and a proactive approach to their work. While the role is fully office-based, there is flexibility for part-time arrangements, and exam support is encouraged for those looking to progress their careers. Key Responsibilities: Prepare and draft written client review packs Assist with junior paraplanning duties Check portfolios for changes using FE Analytics Conduct fund analysis and any necessary follow-up work Understand and interpret investment data accurately Think independently and communicate articulately Support investment administration processes Requirements : Strong investment background Previous experience in investment administration Able to work independently and handle complex information confidently Articulate and detail-oriented To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements. Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful. ADZN1_UKTJ