Wealth / Investment Administrator -
Successfully Placed

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 / 16.5 hours per week, with flexibility on days and times

• Attractive package – Pro rata salary £30k–£35k, private health insurance, pension and free parking

• Professional growth – Fully funded training after probation to expand your knowledge and skills

• Meaningful 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 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 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 Planner

• Highly 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 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.