Investment Administrator

Morgan McKinley; Guildford; Hybrid; GBP 41.000 - 50.000; Vollzeit

Benefits dieser Stelle

25 days holiday

Bank Holidays

Pension (5% employer contribution)

Private health insurance (employee &-+

Life insurance

Annual salary review

Discretionary annual bonus

Hybrid working after probation

Flexible working policy

Study support for relevant quals

Time off for events

Zusammenfassung

Morgan McKinley in Guildford is seeking an experienced IFA Administrator to join a well established wealth management team. The role offers a competitive salary up to £45k and a strong benefits package, including hybrid working after probation, study support, and generous holiday allowance.

You will provide administrative support to financial advisors, prepare documentation for client meetings, and ensure records and compliance requirements are up to date.

Qualifikationen

• Experience as Investment Administrator or IFA Administrator.

Aufgaben

• 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

Jobbeschreibung

We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established wealth management firm in Guildford. 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 £45k 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.