At a Glance
- Tasks: Provide admin support to financial advisors and manage client communications.
- Company: Established Wealth Management firm with a friendly, supportive team.
- Benefits: Up to £36k salary, 25 days holiday, hybrid working, and professional development support.
- Other info: Flexible working policy and opportunities for career growth in a supportive culture.
- 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.
The predicted salary is between 34000 - 36000 £ 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 £36k, 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.
Wealth Management Investment Administrator (Hybrid, Study Support) employer: Morgan McKinley (Guildford)
Join a well-established Wealth Management firm in Godalming, where you will be part of a friendly and supportive team dedicated to delivering exceptional client service. With a competitive salary and an extensive benefits package including generous holiday allowance, hybrid working options, and professional development support, this role offers not just a job but a pathway to meaningful career growth in a nurturing environment.
Contact Details:
Morgan McKinley (Guildford) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Investment Administrator (Hybrid, Study Support)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions specific to investment administration. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or projects that highlight your attention to detail and client-focused approach during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed, and we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Wealth Management Investment Administrator (Hybrid, Study Support)
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 wealth management 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, mention specific examples where your meticulous nature has made a difference. We appreciate candidates who take pride in their work!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Morgan McKinley (Guildford)
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and investment administration. Familiarise yourself with common industry terms and processes, as well as the specific duties mentioned in the job description. This will show that you're not just interested in the role, but that you understand it too.
✨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 ensuring compliance or maintaining accurate client data, having concrete examples ready will help you stand out.
✨Be Client-Focused
The firm values a client-focused approach, so think about how you can demonstrate this during your interview. Prepare to discuss how you've gone above and beyond for clients in previous roles, and be ready to share your thoughts on what outstanding client service looks like.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. This could include inquiries about the team culture, opportunities for professional development, or how success is measured in the role. It shows you're genuinely interested and engaged, which is always a plus!
