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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 £40k 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 - 46000 £ 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 £40k, 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 and 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
Contact Detail:
Morgan McKinley 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 world, especially those who work in wealth management. 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 related to investment administration. We recommend role-playing with a friend or using online resources to get comfortable with your responses and showcase your attention to detail.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Investment Administrator role. We make it easy for you to showcase your skills and experience directly to the hiring team!
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 relevant experience and skills that match the job description, especially your attention to detail and client-focused approach.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the duties listed in the job description, like supporting financial advisors or maintaining client data.
Showcase Your Team Spirit: Since we value a friendly and supportive culture, don’t forget to mention your ability to work well in a team. Share examples of how you've collaborated with others in previous roles to deliver outstanding service.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Morgan McKinley
✨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 double-checking client records or ensuring compliance requirements are met, having specific instances 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. Share experiences where you've gone above and beyond for clients or how you've handled challenging situations while keeping their needs in mind.
✨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 staff in achieving relevant qualifications. This shows your genuine interest in the role and the company.
