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- Tasks: Support financial advisors and manage client documentation with precision.
- Company: Established wealth management firm with a friendly, supportive team.
- Benefits: Up to £38k salary, 25 days holiday, hybrid working, and professional development support.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience as an Investment Administrator with strong attention to detail.
- Other info: Flexible working policy and opportunities for career growth in a supportive culture.
The predicted salary is between 30000 - 42000 £ per year.
We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established wealth management firm in Godalming. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients.
Alongside a competitive salary of up to £38k, the benefits package is extensive, including:
- 25 days holiday plus Bank Holidays
- Pension (5% employer contribution)
- Private health insurance for employee and partner
- Life insurance
- Annual salary review / increase
- Discretionary annual bonus
- Hybrid working (on completion of probation, 1 day a week working from home)
- Flexible working policy allowing you to accrue hours and earn up to 1 extra day holiday per month
- Support for professional development including study support for relevant qualifications and time off for events
- Opportunities for career development
- A really supportive, friendly culture
Duties include:
- Provide administrative support to financial advisors
- Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc.
- Support annual review processes, ensuring client records are up to date
- Liaise with product providers, ensuring all compliance requirements are met
- Maintain accurate client data within internal systems
- Support with client updates and communications
- Process new business applications, including checks to confirm documentation is accurate
- Process client requests including withdrawals, statements, change of information etc.
We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach. For more information please apply now.
Investment Administrator in Godalming employer: Morgan McKinley (Guildford)
Contact Detail:
Morgan McKinley (Guildford) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator in Godalming
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. You never know who might have a lead on that perfect Investment Administrator role. Plus, a friendly chat can give you insights into the company culture.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and compliance, as this will help you tailor your responses and show you're a great fit for their supportive team.
✨Tip Number 3
Practice your answers to common interview questions, especially those related to administrative tasks and client interactions. We recommend doing mock interviews with friends or family to build confidence and refine your delivery.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. And remember, apply through our website for the best chance at landing that job!
We think you need these skills to ace Investment Administrator in Godalming
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Administrator role. Highlight your experience in financial administration and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our friendly team. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: As an Investment Administrator, attention to detail is key. In your application, give examples of how you've demonstrated this in previous roles. We want to know you can handle the nitty-gritty with ease!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Morgan McKinley (Guildford)
✨Know Your Stuff
Make sure you brush up on the key responsibilities of an Investment Administrator. Familiarise yourself with the types of documents you'll be handling, like risk assessments and suitability paperwork. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, prepare examples from your past work where you've demonstrated this skill. Whether it's maintaining accurate client data or ensuring compliance requirements are met, having specific instances ready will help you stand out.
✨Emphasise Client Focus
The firm values a client-focused approach, so think about how you've gone above and beyond for clients in previous roles. Be ready to discuss how you handle client communications and updates, as well as any experience you have in supporting financial advisors.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team culture, opportunities for professional development, or how they support their employees in achieving relevant qualifications. This shows your genuine interest in the role and the company.