Investment Operations & Client Support Specialist in Godalming

Investment Operations & Client Support Specialist in Godalming

Godalming Full-Time No working from home possible
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2i Recruit Ltd is seeking an experienced Investment Administrator for a dynamic financial services team. The role focuses on providing comprehensive client support, managing investment reviews, fund switch reports, and ensuring compliance.

You'll work with pensions, investments, life assurance and mortgages, support paraplanners, and maintain accurate client files. A CF1 or equivalent, and at least two years' client-facing experience are required.

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Investment Operations & Client Support Specialist in Godalming employer: 2i Recruit Ltd

Join a dynamic and internationally recognised technical distribution business as a Customer Service Manager, where you will lead a passionate team dedicated to delivering exceptional customer service. With a strong focus on professional development, competitive bonuses, and a supportive work culture that encourages performance and innovation, this role offers a unique opportunity for growth and direct exposure to senior leadership. Enjoy additional perks such as extra holiday leave and a commitment to fostering a high-performance environment that values your contributions.

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Contact Details:

2i Recruit Ltd Recruitment Team