Investment Operations Support | Hybrid (DFM)

Service Service Employment Agency Limited; Essex; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Company social events

Pension

Cycle to work scheme

Employee discount

Enhanced maternity leave

Enhanced paternity leave

Free parking

Health & wellbeing programme

Life insurance

On-site parking

Paid volunteer time

Referral programme

Sick pay

Working from home (post probation)

Job summary

Our client, a respected Independent Financial Advice Practice located in East Anglia, seeks an Investment Support Administrator for a 12‑month fixed-term contract. The role focuses on high-quality administration, data integrity and coordination across DFM activities, supporting the Investment Director and team.

The position emphasizes data management, reporting, governance and process execution, rather than direct investment analysis.

Qualifications

• Working towards or currently holding a Level 4 industry qualification such as the CII Level 4 Diploma in Regulated Financial Planning.
• Previous experience within financial services.
• Excellent communication, research and analytical skills.
• Confident using financial systems, software and reporting tools.

Responsibilities

• Maintain and update investment spreadsheets, including FE risk scores, portfolio data and switching logs.
• Support the delivery of portfolio switches and rebalancing activity.
• Assist with back office system data reconciliation in partnership with Operations.
• Prepare Investment Committee packs and produce meeting minutes and action logs.
• Support the production of monthly bulletins and quarterly factsheets.
• Produce and maintain AUM reporting and MI outputs.
• Manage the investment mailbox and coordinate internal and external queries.
• Maintain document control, audit files and governance records.

Skills

Communication

Research

Analytical

Problem-solving

Time management

Organization

Networking

Resilience

Attention to detail

Financial systems

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Spreadsheets

Back office systems

Financial reporting tools

Job description

Our client, a respected Independent Financial Advice Practice located in East Anglia, seeks an Investment Support Administrator for a 12‑month fixed-term contract. The role focuses on high-quality administration, data integrity and coordination across DFM activities, supporting the Investment Director and team.

The position emphasizes data management, reporting, governance and process execution, rather than direct investment analysis.