Investment Administrator

Mulberry Recruitment; Guildford; On-site; GBP 25,000 - 30,000; Full time

Job summary

An award-winning investment services provider is seeking a motivated Investment Administrator to support a diverse client base. This role offers extensive career development opportunities while ensuring high standards of client care and compliance with regulations in a dynamic work environment.

Qualifications

• Good keyboard skills and PC literate.
• Sound understanding of Microsoft Word and basic familiarity with Microsoft Excel.
• Excellent telephone manner and customer service skills.

Responsibilities

• Maintenance of client review process and preparation of reports.
• Processing of new business applications and maintenance of the client database.
• Assisting in research into appropriate investment funds.

Skills

Keyboard skills

Microsoft Word

Microsoft Excel

Customer service skills

Job description

[vc_row][vc_column][vc_column_text]Investment Administrator

Location: Guildford

Salary: £25,000-£30,000 + Benefits

Hours: Monday to Friday, 8:30am-5:30pm

An award-winning investment services provider is seeking a highly organised and motivated Investment Administrator to join its growing team. 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.

Job Responsibilities

Flexibility to assist the sales team with all administration tasks, as required, including (but not limited to) the following:

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.

Personal Development

To achieve an understanding of office systems and procedures, investment and other financial planning products, and of compliance rules, including Data Protection and Anti-Money Laundering regulations with this knowledge being maintained by additional training and development as required.

Qualifications & Capabilities

Good keyboard skills and PC literate, with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel.

Excellent telephone manner and customer service skills in keeping with the highly professional reputation that

Ability to work in a structured and planned manner especially when under pressure to meet deadlines.[/vc_column_text][/vc_column][/vc_row]