Investment Support Administrator

Service Service Employment Agency Limited; Colchester; Hybrid; GBP 27,000 - 35,000; 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

Independent Financial Advice Practice is seeking an Investment Support Administrator to provide high-quality administrative and operational support to the Investment Director and team across DFM activities. The role focuses on data integrity, reporting and efficient investment processes, with hybrid working (2 days WFH, 3 days in office) after probation.

You will maintain spreadsheets, support portfolio switches, assist with data reconciliation, and help prepare committee packs and monthly

Qualifications

• Working toward or holding a Level 4 industry qualification (CII Level 4 Diploma in Regulated Financial Planning).
• Experience within financial services.
• Highly reliable and trustworthy, with strong integrity and professionalism.
• Excellent communication, research and analytical skills.
• Confident using financial systems, software and reporting tools.
• Strong problem-solving skills and sound judgement.
• Self-motivated, resilient and committed to accuracy and high-quality output.
• A collaborative approach with the ability to build strong working relationships and networks.
• Excellent organisation and time management, with the flexibility to adapt to changing priorities.
• Committed to ongoing personal development in line with company and CII requirements.

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 skills

Research skills

Analytical skills

Integrity

Professionalism

Time management

Organisation

Collaboration

Education

CII Level 4 Diploma in Regulated Financial Planning

Job description

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.

My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.

I am currently looking to recruit an Investment Support Administrator to join their well-established office on the northeast outskirts.

Overview

The role is offered as a fixed-term contract for a period of 12 months.

This role offers the opportunity to provide high-quality administrative and operational support to the Investment Director and wider Investment Team across Discretionary Fund Management (DFM) activities. The position plays an important part in accurate data management, timely reporting and the smooth delivery of investment processes, supporting the management of AREA Passive Plus, Blended Income MPS and AMPS portfolios. The focus is on administration, process coordination, and data integrity, rather than primary investment analysis or decision-making.

Key duties

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

Qualifications

Working towards or currently holding a relevant Level 4 industry qualification, such as the CII Level 4 Diploma in Regulated Financial Planning.

Previous experience within financial services.

Highly reliable and trustworthy, with strong integrity and professionalism.

Excellent communication, research and analytical skills.

Confident using financial systems, software and reporting tools.

Strong problem-solving skills and sound judgement.

Self-motivated, resilient and committed to accuracy and high-quality output.

A collaborative approach with the ability to build strong working relationships and networks.

Excellent organisation and time management, with the flexibility to adapt to changing priorities.

Committed to ongoing personal development in line with company and CII requirements.

On successful completion of probation, my client operates a hybrid working , 2 days WFH, 3 in the office.

Benefits

• 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)