Investment Administrator

Morgan McKinley; Godalming; Hybrid; GBP 24,000 - 40,000; Full time

Benefits offered by this job

Pension 5%

Private health insurance

Life insurance

Annual salary review

Discretionary bonus

Hybrid working

Flexible hours

Study support

Time off for events

Job summary

Morgan McKinley in Godalming is seeking an experienced IFA Administrator / Investment Administrator to join our friendly wealth management team. You will provide comprehensive admin support to financial advisors and help prepare client meeting documentation, risk assessments, and suitability paperwork.

The role offers a competitive salary up to £40k, extensive benefits, and a hybrid working arrangement after probation (one day per week from home).

Qualifications

• Experience providing administrative support to financial advisors.
• Excellent attention to detail with a client-focused approach.
• Strong data accuracy and record-keeping abilities.

Responsibilities

• Provide administrative support to financial advisors.
• Prepare documents for client meetings and investment reviews (risk assessments, illustrations, suitability paperwork).
• Support annual review processes; keep client records up to date.
• Liaise with product providers to ensure compliance.
• Maintain accurate client data in internal systems.
• Assist with client updates and communications.
• Process new business applications and ensure documents are accurate.
• Process client requests including withdrawals and changes.

Skills

Administrative support

Attention to detail

Client focus

Job description

We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established wealth management firm in Godalming. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients.

Alongside a competitive salary of up to £40k the benefits package is extensive, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review / increase, discretionary annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy allowing you to accrue hours and earn up to 1 extra day holiday per month, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture.

Duties include:

• Provide administrative support to financial advisors
• Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc
• Support annual review processes, ensuring client records are up to date
• Liaise with product providers, ensuring all compliance requirements are met
• Maintain accurate client data within internal systems
• Support with client updates and communications
• Process new business applications, including checks to confirm documentation is accurate
• Process client requests including withdrawals, statements, change of information etc

We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach.