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For Companies At a Glance
- Tasks: Provide top-notch admin support and maintain accurate client records.
- Company: Join a dynamic team in a leading investment firm.
- Benefits: Enjoy a pension scheme, medical insurance, and professional development support.
- Why this job: Make a real difference by supporting clients and internal teams.
- Qualifications: Two years in a client-focused admin role; strong IT skills required.
- Other info: Great opportunities for training and career growth await you!
The predicted salary is between 30000 - 42000 £ per year.
This is a key administrative role supporting both internal teams and client-facing processes. You will be responsible for delivering high-quality administrative support, maintaining accurate records, and ensuring an excellent standard of service to clients and colleagues. The position requires someone highly organised, proactive, and confident working both independently and as part of a team.
Qualifications & Experience
- A minimum of two years’ experience in a client-focused administrative role.
- Strong understanding of complex documentation, client onboarding processes, and record-keeping requirements.
- Professional qualifications (e.g., CF1 or equivalent) are desirable but not essential.
- Strong IT literacy, including Microsoft Word and basic Excel skills.
- Excellent telephone manner and written communication skills.
Key Attributes
- High level of organisation and the ability to prioritise effectively under pressure.
- Strong customer service skills and the ability to communicate clearly with clients.
- Comfortable working to deadlines in a structured and compliant environment.
- Ability to work both in a team and independently to high standards.
- Accurate, thorough, and capable of handling sensitive information responsibly.
Key Responsibilities
- Providing administrative support across client review processes and internal workflows.
- Communicating with clients via phone, email, and letter, ensuring a professional and helpful experience.
- Maintaining accurate client files and digital records using internal systems.
- Preparing and processing documentation, ensuring all information is complete and compliant.
- Managing incoming and outgoing post.
- Supporting the preparation of reports and client documentation when required.
- Interpreting client data and valuations and ensuring all records are kept up to date.
- Ensuring compliance with internal policies, procedures, and regulatory requirements.
- Completing regular mandatory training in areas such as data protection, fraud awareness, and customer care.
- Assisting with workflow management, including the creation and processing of reports.
- Liaising with internal and external teams to support the smooth running of administrative processes.
- Attending training sessions and professional development events as required.
- Carrying out additional duties as reasonably assigned.
Desirable Experience
- Experience supporting report preparation or assisting with client suitability documentation.
- Ability to collate detailed information from various sources, such as assessments, fact-finding documents, client objectives, and service notes.
Benefits
- Company pension scheme.
- Medical insurance.
- Professional development support, including study leave, exam support, and resources.
- Ongoing internal training on systems and processes.
- Dedicated time for CPD relevant to the role.
Locations
Investment Administrator in Guildford, Surrey employer: 2i Recruit Ltd
Contact Detail:
2i Recruit Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator in Guildford, Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment sector and let them know you're on the hunt for an Investment Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to client administration and record-keeping. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed complex documentation or prioritised tasks under pressure. This will demonstrate that you’re the proactive candidate they need.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and ready to contribute to our client-focused environment.
We think you need these skills to ace Investment Administrator in Guildford, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client-focused administrative roles. We want to see how your skills match the requirements, so don’t be shy about showcasing your organisational prowess and customer service skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Investment Administrator role. Be sure to mention your understanding of complex documentation and your proactive approach to tasks.
Show Off Your IT Skills: Since strong IT literacy is key, make sure to mention your proficiency in Microsoft Word and any basic Excel skills you have. We love seeing candidates who are comfortable with technology and can handle digital records efficiently.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at 2i Recruit Ltd
✨Know Your Stuff
Make sure you understand the key responsibilities of the Investment Administrator role. Brush up on client onboarding processes and record-keeping requirements, as these will likely come up in conversation. Being able to discuss your previous experience in a client-focused administrative role will show that you're the right fit.
✨Show Off Your Organisation Skills
Since this role requires a high level of organisation, prepare examples of how you've successfully managed multiple tasks or projects in the past. Think about times when you had to prioritise under pressure and be ready to share those stories during the interview.
✨Communicate Clearly
Practice your telephone manner and written communication skills before the interview. You might be asked to demonstrate how you would handle a client query, so being articulate and professional is key. Consider role-playing with a friend to get comfortable with potential scenarios.
✨Be Proactive and Confident
This role requires someone who can work independently as well as part of a team. Prepare to discuss how you've taken initiative in previous roles and how you collaborate with others. Showing confidence in your abilities will help you stand out as a candidate who can thrive in this environment.
