Investment Management Administrator – Discovery

About the role

We are seeking a highly organised Investment Management Administrator to provide comprehensive administrative and client‑servicing support within a financial planning environment. The role involves managing client records, investment servicing, compliance documentation and credit control while maintaining a high level of client service.

Key responsibilities

• Maintain client diaries, records and files, and communicate with clients via phone and email.
• Process investment requests, switches, contributions, withdrawals and monitor premium investments.
• Prepare and upload compliance and application documentation, ensuring timely completion.
• Manage credit control matters, review spreadsheets and administrative reports.
• Coordinate with external investment providers to obtain statements, transfer forms and resolve outstanding issues.

Required profile

• Experience supporting financial advisers or planners, including investment administration and client servicing.
• Strong attention to detail, highly organised and able to prioritize multiple deadlines.
• Professional communication skills with a client‑focused approach.

Required skills

• CRM administration
• Excel (spreadsheets)