Investment Administration & Client Support Specialist

2i Recruit Ltd; England; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services recruitment agency is seeking an experienced Investment Administrator to join a dynamic team in the United Kingdom. The role involves providing excellent client support, managing investment reviews, and ensuring compliance with regulations. Ideal candidates will have at least 2 years of experience in financial services, a CF1 qualification, and a strong understanding of pensions and investments. The position offers competitive salary and development support.

Benefits

Competitive salary

Pension scheme

Medical insurance

Support for personal development

Time off for CPD

Qualifications

• At least 2 years experience dealing directly with clients in financial services.
• Strong organizational skills and attention to detail.
• Effective communication skills via phone and email.

Responsibilities

• Provide administrative support throughout the sales process.
• Prepare and manage regular client investment reviews.
• Maintain organized client files and accurate records.
• Understand and follow compliance procedures.

Skills

Familiarity with back-office investment systems

Experience with fund switch reports

Client relationship management

Good knowledge of pensions and investments

Education

Minimum CF1 qualification

Job description

A financial services recruitment agency is seeking an experienced Investment Administrator to join a dynamic team in the United Kingdom. The role involves providing excellent client support, managing investment reviews, and ensuring compliance with regulations. Ideal candidates will have at least 2 years of experience in financial services, a CF1 qualification, and a strong understanding of pensions and investments. The position offers competitive salary and development support.