Investment Administrator

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

Benefits offered by this job

25 days holiday + Bank Holidays

Employer pension 5%

Private health insurance (employee & +

Life insurance

Annual salary review

Discretionary annual bonus

Hybrid working (1 day home)

Job summary

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,

Responsibilities

• 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

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.