Investment Administrator

Job description

Are you an experienced Financial Services Administrator, Customer Service professional, or Helpdesk/Ticketing specialist looking to step up?

I’m partnered with a highly respected, fast-growing financial services company in Leeds looking to expand their team on a full time, permanent basis.

This is a fantastic opportunity to join a supportive, forward-thinking business where you’ll play a key role in delivering high-quality support to advisers, clients and internal teams. If you love problem-solving, accuracy, and variety, this could be the role for you!

The role:

• Act as the first point of contact for any queries.
• Provide technical helpdesk support for direct-to-consumer investment platforms.
• Deliver excellent email and telephone support to advisers, client services teams, and paraplanners.
• Manage and maintain support tickets within agreed SLAs.
• Track and monitor transfer business to ensure timely progression.
• Liaise with external providers to make sure all business is processed efficiently.
• Set up and support portal access for staff and clients.
• Help maintain data integrity and reporting across platforms.
• Contribute to process improvements and overall team efficiency.
• Maintain strong awareness of compliance, risk, and quality standards.

Experience required:

• Experience in Financial Services is essential (admin, customer service, operational, helpdesk or ticketing backgrounds all welcome).
• Accurate, organised and confident working to deadlines.
• Strong communicator—both written and verbal—with a professional manner.
• Solid IT skills, especially in Microsoft Office.
• Someone who enjoys building relationships and solving problems.

Benefits

• 35-hour working week
• Generous holiday allowance + Christmas shutdown
• Private healthcare*
• Life assurance + income protection
• Wellbeing and eye-care benefits
• Full support with professional qualifications

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for. By applying to this advertisement, you are hereby giving consent for Jo Holdsworth Recruitment to hold your details for a 30 day period and contact you via any method of contact you have listed on your application.

(Jo Holdsworth Recruitment - Recruitment Agency)

Extra information

Status

Open

Education Level

Secondary School

Location

Leeds

Type of Contract

Full-time jobs

Published at

03-04-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English