Investment Administration Specialist – Hybrid & Study Support

Dynamite Recruitment; England; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A reputable financial planning firm in the UK is seeking an experienced Financial Services Administrator to support advisers and clients. The role involves administering client investment reviews, processing new business applications, and maintaining client records. The ideal candidate will have 4-5 years of experience in investment administration, strong knowledge of financial products, and excellent communication skills. The company offers a starting salary of £35,000 - £40,000, a non-contributory pension, private medical insurance, and hybrid working options.

Benefits

Non-contributory pension scheme

Private medical insurance

Exam and study support

Ongoing training and development

Free onsite parking

Qualifications

• At least 4-5 years experience as an investment administrator or similar role.
• Strong knowledge of pensions, investments, life assurance, and mortgages.

Responsibilities

• Administer client investment reviews, ensuring accuracy and timeliness.
• Communicate with clients via telephone, email, and written correspondence.
• Process new business applications and related documentation.
• Maintain accurate client records and portfolio information.
• Support paraplanners in preparing suitability documentation.

Skills

Client investment reviews

Communication and customer service skills

PC user skills (Microsoft Word, basic Excel)

Organisational skills

Tools

Intelliflo

Quilter Investment Platform

Job description

A reputable financial planning firm in the UK is seeking an experienced Financial Services Administrator to support advisers and clients. The role involves administering client investment reviews, processing new business applications, and maintaining client records. The ideal candidate will have 4-5 years of experience in investment administration, strong knowledge of financial products, and excellent communication skills. The company offers a starting salary of £35,000 - £40,000, a non-contributory pension, private medical insurance, and hybrid working options.