About

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 / approx18.5 hours per week, with flexibility on days and timesAttractive package - Pro rata salary £30k-£35k, private health insurance, pension and free parkingProfessional growth - Fully funded training after probation to expand your knowledge and skillsMeaningful 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 callsManaging and maintaining accurate client records and onboarding new clientsPreparing clear reports and documentation for meetingsLiaising with providers, reviewing files and risk reportsSupporting 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 PlannerHighly 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