Investment Administrator

Michelle Denny Recruitment Consultancy; Diss; On-site; GBP 30,000 - 35,000; Part time

Job summary

A leading recruitment firm in Diss is seeking a meticulous Financial Investment Administrator. This part-time role offers flexibility with 16.5 hours per week and comes with an attractive salary package including pro-rata earnings of £30k–£35k, private health insurance, and career development opportunities. Ideal for candidates with a background in financial services, this position allows you to have a meaningful impact on clients' financial journeys.

Benefits

Private health insurance

Pension

Free parking

Fully funded training after probation

Qualifications

• Solid experience in financial services, preferably in pensions/investments.
• Highly organized and confident working independently.

Responsibilities

• Act as the first point of contact for client queries and calls.
• Manage and maintain accurate client records and onboarding new clients.
• Prepare clear reports and documentation for meetings.
• Liaise with providers and support compliance processes.

Skills

Experience in financial services

Strong MS Office 365 skills

Detail-oriented and organized

Tools

Intelligent Office

Dynamic Planner

Job description

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.