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
Investment Administrator in Godalming 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.
