Hybrid Investment Administrator – Client & Compliance Support

Service Service; Beckwithshaw; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Private Medical Insurance

Pension Scheme

25 days annual leave (plus buy/sell)

Job summary

Service Service, a leading financial planning and investment management firm near Harrogate, seeks an Investment Administrator to support the investment management team and assist with onboarding clients.

Hybrid role: three days in the office (9am-5pm), two days home-based after probation. You will prepare letters, manage client files, process account openings and assist with quarterly valuations to ensure compliant, high-quality client service.

Qualifications

• GCSE English and Maths at grade C or above.
• Strong verbal and written communication skills.
• Previous administrative experience in a professional setting.
• Keen eye for detail and problem-solving ability.
• Ability to work well in a team and independently.
• Proficiency in Word/Excel/PowerPoint.

Responsibilities

• Provide secretarial and administrative support to the investment management team.
• Assist with onboarding clients and liaising with intermediaries.
• Maintain client files and records, including new client setup and deletion.
• Process account opening forms and coordinate with compliance and operations.
• Support quarterly valuation processes and prepare client communications.
• Generate management information in Excel and assist with presentations.

Skills

GCSE English

GCSE Maths

Verbal and written communication

Administrative experience

Team work and independence

Microsoft Word

Excel

PowerPoint

Education

GCSEs English & Maths

Tools

Microsoft Word

Excel

PowerPoint

Job description

Service Service, a leading financial planning and investment management firm near Harrogate, seeks an Investment Administrator to support the investment management team and assist with onboarding clients.

Hybrid role: three days in the office (9am-5pm), two days home-based after probation. You will prepare letters, manage client files, process account openings and assist with quarterly valuations to ensure compliant, high-quality client service.