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- Tasks: Support our Investment team with client reviews and administrative tasks.
- Company: Join a successful wealth management firm in Godalming.
- Benefits: Enjoy a competitive salary, flexi hours, and comprehensive benefits.
- Why this job: Make a real impact in the financial services sector while growing your career.
- Qualifications: Experience in wealth management and client interaction is essential.
- Other info: Opportunities for personal development and exam support available.
The predicted salary is between 36000 - 60000 £ per year.
Due to our continued success, we require an additional Administrator to join our Investment team. The role will be based at our Head Office in Godalming working within the Wealth Management side of the business. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages. Plus, a minimum of CF1 or equivalent and 2 years’ experience dealing directly with clients in the financial services sector. In return we can offer Mon to Fri working hours with a flexi time scheme, generous salary, comprehensive benefits package and the chance to further your career.
Tasks and responsibilities:
- Have a good understanding of the sales process and client review process. Ensuring portfolio reviews are up to date and accurate.
- Carrying out admin tasks in support of the sales process and client review process.
- Provide consultants with all requirements for client meetings.
- Processing of new business applications and fund switches including checks to confirm the documentation is correct.
- Sending out LOAs and obtaining information from providers in preparation for a report of recommendation.
- Communicating effectively with clients by letter, e-mail and telephone.
- Shows initiative and judgement when administering work.
- Is organised and prioritises work well.
- Ability to use back-office systems such as Intelliflo and to maintain clear and accurate client records.
- Maintaining client files and record keeping to a good quality.
- Understanding how investment platforms work and how to read fund valuations in client portfolios.
- Opening and distributing incoming post and franking and sending outgoing post.
- Understanding the compliance issues, guidance, manual, logs and processes.
- Completing quarterly on-line training in anti-money laundering, data protection, fraud awareness, treating customers fairly and other relevant compliance issues. Attending internal and external training events as appropriate.
- Complying with the conduct rules within the Certification Regime.
- Understanding the regulator requirements relating to independent financial advisers.
- To undertake other duties as reasonably required and directed.
- Supporting paraplanners to prepare simple suitability reports, if required.
To be successful as one of our Investment Administrators, you should have the following skills and experience:
- A good understanding of the financial services sales process and client review process.
- Any experience of providing paraplanners with suitability reports is useful but again not essential.
- Previous experience of Intelliflo back-office system and Quilter Investment Platform is preferred.
- An excellent telephone manner and customer service skills.
- The ability to work in a structured and planned manner especially when under pressure to meet deadlines.
- PC literate with a sound understanding of Microsoft Word and familiarity with Microsoft Excel.
In return we can offer a highly competitive financial package including salary reflecting experience and ability, pension scheme on a non-contributory basis and medical insurance. Personal development - help developing your role, exam support including guidance, study leave and the cost of study texts and booking the exam met by employer. Please submit your CV asap for immediate consideration.
Locations
Administrator - Investments in Godalming, Surrey employer: Personnel Selection
Contact Detail:
Personnel Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Investments in Godalming, Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for an 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 brushing up on your knowledge of investment products and the sales process. We want you to feel confident discussing pensions, life assurance, and mortgages, so do your homework and be ready to impress!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client portfolios and maintained accurate records. This will demonstrate that you’re the right fit for keeping things running smoothly in our Investment team.
✨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, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Administrator - Investments in Godalming, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrator role in Investments. Highlight your experience in wealth management and any relevant qualifications like CF1. We want to see how your background fits with what we’re looking for!
Showcase Your Skills: Don’t just list your skills; show us how you’ve used them! Whether it’s your understanding of the sales process or your experience with Intelliflo, give us examples that demonstrate your expertise. We love a good story!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant to the role – we want to understand your experience without getting lost in the details.
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s super easy and ensures your application goes directly to us. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Personnel Selection
✨Know Your Stuff
Make sure you brush up on your knowledge of the wealth management sector. Understand the different products like pensions, investments, life assurance, and mortgages. Being able to discuss these confidently will show that you're serious about the role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've dealt directly with clients in financial services. Highlight your experience with the sales process and client reviews, as well as any familiarity with systems like Intelliflo or Quilter Investment Platform.
✨Practice Your Communication Skills
Since effective communication is key in this role, practice how you would explain complex financial concepts in simple terms. This will help you demonstrate your excellent telephone manner and customer service skills during the interview.
✨Be Organised and Proactive
Show that you can prioritise tasks and manage your time effectively. Think of examples where you've taken the initiative in your previous roles, especially under pressure. This will highlight your ability to work in a structured manner, which is crucial for this position.
