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Investment Operations & Client Support Specialist

Job in Godalming, Surrey County, GU7, England, UK
Listing for: 2i Recruit Ltd
Full Time position
Listed on 2026-09-05
Job specializations:
  • Finance & Banking
    Financial Services, Finance Assistant
Salary/Wage Range or Industry Benchmark: 28000 - 36000 GBP Yearly GBP 28000.00 36000.00 YEAR
Job Description & How to Apply Below

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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