Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements: Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years’ experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters.
Investment Administrator in Surrey employer: 2i Recruit Ltd Careers
Join a dynamic and supportive firm that prioritises employee development and fosters a collaborative work culture. As a Paralegal in our Family Law and Private Client Services team, you will benefit from hands-on experience alongside seasoned solicitors, while enjoying a friendly atmosphere that values your contributions. With a commitment to exceptional client service and opportunities for career advancement, this role offers a meaningful path in the legal profession.
