Investment Administrator in Godalming - 2i Recruit Ltd

Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products.

Company Benefits:

• Competitive salary reflecting 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.

Experience and Skills Requirements:

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

Key Responsibilities:

• Provide administrative support throughout the sales and client review process.
• Prepare and manage regular client investment reviews.
• Communicate effectively with clients via phone, email and letters.
• Demonstrate initiative and sound judgment when handling administrative tasks.
• Maintain well-organised client files and accurate records.
• Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly.
• 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.
• Attend internal and external training as required and stay up to date with relevant regulations.
• Undertake other duties as reasonably requested.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.