Investment Administrator

2i Recruit Ltd; Guildford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency in Guildford is seeking an experienced administrator to provide high-quality administrative support. Responsibilities include managing client communications, maintaining records, and ensuring compliance with internal procedures. The ideal candidate will have at least two years' experience in a similar role and possess strong IT skills. Benefits include a company pension, medical insurance, and professional development support.

Benefits

Company pension scheme

Medical insurance

Professional development support

Qualifications

• A minimum of two years' experience in a client-focused administrative role.
• Strong understanding of complex documentation, client onboarding processes, and record-keeping requirements.
• Excellent telephone manner and written communication skills.

Responsibilities

• Providing administrative support across client review processes and internal workflows.
• Communicating with clients via phone, email, and letter.
• Maintaining accurate client files and digital records.

Skills

Client-focused administration

Strong IT literacy

Communication skills

Organisation and prioritisation

Education

Professional qualifications (e.g., CF1)

Tools

Microsoft Word

Basic Excel skills

Job description

About the Role

This is a key administrative role supporting both internal teams and client-facing processes. You will be responsible for delivering high-quality administrative support, maintaining accurate records, and ensuring an excellent standard of service to clients and colleagues. The position requires someone highly organised, proactive, and confident working both independently and as part of a team.

Qualifications & Experience

• A minimum of two years' experience in a client-focused administrative role.
• Strong understanding of complex documentation, client onboarding processes, and record-keeping requirements.
• Professional qualifications (e.g., CF1 or equivalent) are desirable but not essential.
• Strong IT literacy, including Microsoft Word and basic Excel skills.
• Excellent telephone manner and written communication skills.

Key Attributes

• High level of organisation and the ability to prioritise effectively under pressure.
• Strong customer service skills and the ability to communicate clearly with clients.
• Comfortable working to deadlines in a structured and compliant environment.
• Ability to work both in a team and independently to high standards.
• Accurate, thorough, and capable of handling sensitive information responsibly.

Key Responsibilities

• Providing administrative support across client review processes and internal workflows.
• Communicating with clients via phone, email, and letter, ensuring a professional and helpful experience.
• Maintaining accurate client files and digital records using internal systems.
• Preparing and processing documentation, ensuring all information is complete and compliant.
• Managing incoming and outgoing post.
• Supporting the preparation of reports and client documentation when required.
• Interpreting client data and valuations and ensuring all records are kept up to date.
• Ensuring compliance with internal policies, procedures, and regulatory requirements.
• Completing regular mandatory training in areas such as data protection, fraud awareness, and customer care.
• Assisting with workflow management, including the creation and processing of reports.
• Liaising with internal and external teams to support the smooth running of administrative processes.
• Attending training sessions and professional development events as required.
• Carrying out additional duties as reasonably assigned.

Desirable Experience

• Experience supporting report preparation or assisting with client suitability documentation.
• Ability to collate detailed information from various sources, such as assessments, fact-finding documents, client objectives, and service notes.

Benefits

• Company pension scheme.
• Medical insurance.
• Professional development support, including study leave, exam support, and resources.
• Ongoing internal training on systems and processes.
• Dedicated time for CPD relevant to the role.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted