Job Title

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 whos 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 30k35k , private health insurance, pension and free parking Professional growth Fully funded training after probation to expand your knowledge and skills Meaningful impact Youll support the MD directly and play a key role in client care, compliance and business operations What youll 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 were 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 youre 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.55b20050-bc17-4e5d-bfce-3c406318dffc