Job Description
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.
- Demonstrate initiative and sound judgment when handling administrative tasks.
- Maintain well-organised client files and accurate records.
- Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly.
- Process new business applications and ensure documentation accuracy.
- Manage incoming and outgoing post efficiently.
- Support paraplanners in preparing suitability reports, including fact finds, risk assessments and illustrations.
- Work with investment platforms and interpret fund valuations in client portfolios.
- Attend internal and external training as required and stay up to date with relevant regulations.
- Undertake other duties as reasonably requested.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Locations
Investment Administrator in Godalming, Surrey 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.
