Investment Administrator

About the role

A well-established and growing financial services business is looking for an experienced and organised Investment Administrator to join its team in Godalming. The role suits someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. The position is permanent.

Key responsibilities

• Provide administrative support throughout the sales and client review process.
• Prepare and manage regular client investment reviews.
• Communicate with clients by phone, email and letter.
• Maintain well-organised client files and accurate records.
• Process new business applications and ensure documentation accuracy.
• Manage incoming and outgoing post efficiently.
• Support paraplanners in preparing suitability reports, including fact finds, risk assessments and illustrations.
• Work with investment platforms and interpret fund valuations in client portfolios.
• Follow compliance procedures, including anti-money laundering, data protection and fair treatment of customers.
• Attend internal and external training and stay up to date with relevant regulations.

Required profile

• At least 2 years' experience dealing directly with clients in financial services.
• Minimum CF1 (or equivalent) qualification.
• Good knowledge of pensions, investments, life assurance and mortgages.
• Experience with fund switch reports and investment review processes.

Required skills

• Familiarity with back-office investment systems and platforms.
• Ability to interpret fund valuations in client portfolios.

What we offer

• Salary of £38,000 - £43,000 per annum depending on experience and ability.
• Pension scheme and medical insurance.
• Support for personal development, including exam guidance, study leave and costs covered.
• Internal training to understand systems, products and processes.
• Time off for CPD and relevant professional events.