Investment Administrator

CV-Library • Guildford, Surrey • 1d ago

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 factfinds, 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.