Investment Administrator – Wealth Management
Location: Godalming
Salary: £25,000-£38,000 + Benefits
Hours: Monday to Friday – Flexi Time Options Available
Benefits : Generous salary, comprehensive benefits, personal development, exam support, medical insurance and pension contribution
An award-winning investment services provider is seeking a highly organised and motivated Investment Administrator to join its growing team. 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. Supporting a diverse client base of pension schemes and institutional investors, this role offers the opportunity to be part of a dynamic and client-focused environment. This role can offer you extensive career development and the opportunity to grow within a successful company. Plus, a minimum of CF1 or equivalent and 2 years’ experience dealing directly with clients in the financial services sector.
Job Responsibilities
Flexibility to assist the team with all administration tasks
Ensuring portfolio reviews are up to date and accurate
Communicating effectively with clients by letter, e-mail and telephone
Opening and distributing incoming post and franking and sending outgoing post.
Understanding the compliance issues, guidance, manual, logs and processes.
Maintenance of the client review process including the preparation of spread sheets and reports accordingly.
Preparation and typing of letters and other reports, where required.
Obtaining new business illustrations for Investment and Pensions Consultants where required.
Processing of new business applications, including checks to ensure that documentation is correct.
Maintenance of client database.
Assist in the ongoing research into appropriate investment funds.
Ensure all administration is completed in an effective manner to meet the firms record keeping and file quality requirements.
Ensure that the firms high standards of client care are met, and operating at all times within the Rules of the FSA.
To undertake all 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:-
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.
A minimum of CF1 or equivalent and 2 years’ experience dealing directly with clients in the financial services sector.
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
