Investment Operations & Client Support Specialist

2i Recruit Ltd; Godalming; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Pension scheme

Medical insurance

CPD support

Internal training

Study leave and costs covered

Job summary

2i Recruit Ltd is seeking an experienced Investment Administrator for a dynamic financial services team. The role focuses on providing comprehensive client support, managing investment reviews, fund switch reports, and ensuring compliance.

You'll work with pensions, investments, life assurance and mortgages, support paraplanners, and maintain accurate client files. A CF1 or equivalent, and at least two years' client-facing experience are required.

Qualifications

• Familiarity with back-office investment systems and platforms.
• Experience with fund switch reports and investment review processes.
• Minimum CF1 (or equivalent) qualification.
• At least 2 years’ experience dealing directly with clients in financial services.
• Good knowledge of pensions, investments, life assurance and mortgages.

Responsibilities

• Provide administrative support throughout the sales and client review process.
• Prepare and manage regular client investment reviews.
• Communicate effectively with clients via phone, email and letters.
• Demonstrate initiative and sound judgment when handling administrative tasks.
• Maintain well-organised client files and accurate records.
• Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly.
• Process new business applications and ensure documentation accuracy.
• Manage incoming and outgoing post efficiently.
• Support paraplanners in preparing suitability reports, including fact finds, risk assessments and illustrations.
• Work with investment platforms and interpret fund valuations in client portfolios.
• Attend internal and external training as required and stay up to date with relevant regulations.
• Undertake other duties as reasonably requested.

Skills

Back-office investment systems

Fund switch reports

Investment review processes

Client relationship management

Pensions knowledge

Investments knowledge

Life assurance knowledge

Mortgages knowledge

Education

CF1 qualification

Job description

2i Recruit Ltd is seeking an experienced Investment Administrator for a dynamic financial services team. The role focuses on providing comprehensive client support, managing investment reviews, fund switch reports, and ensuring compliance.

You'll work with pensions, investments, life assurance and mortgages, support paraplanners, and maintain accurate client files. A CF1 or equivalent, and at least two years' client-facing experience are required.