Senior Wealth Management Administrator | Flexible Hours

Personnel Selection; Godalming; On-site; GBP 34,000 - 40,000; Full time

Job summary

A financial services firm in Godalming seeks a Senior Administrator for their Investment team. The role requires strong experience in financial services, specifically investments and pensions. Responsibilities include administration support, client communication, and compliance adherence. In return, the company offers a competitive salary up to £40k, flexible hours, and a comprehensive benefits package. Ideal candidates will have at least 5 years' experience and CF1 certification, along with excellent customer service skills.

Benefits

Generous salary up to £40k

Medical insurance

Pension scheme on a non-contributory basis

Exam support and study leave

Qualifications

• Proven experience within the financial services sector, particularly in pensions, investments, and life assurance.
• Excellent telephone manner and customer service skills essential.
• Ability to maintain client files and understand compliance issues.

Responsibilities

• Carry out administration tasks supporting the financial services sales process.
• Communicate effectively with clients via letter, e-mail, and telephone.
• Process new business applications and understand regulator requirements.

Skills

Client communication

Understanding of regulatory requirements

Customer service skills

PC literacy

Ability to work under pressure

Experience in financial services

Education

CF1 or equivalent

5 years experience in financial services

Tools

Intelliflo back-office system

Quilter Investment Platform

Microsoft Word

Microsoft Excel

Job description

A financial services firm in Godalming seeks a Senior Administrator for their Investment team. The role requires strong experience in financial services, specifically investments and pensions. Responsibilities include administration support, client communication, and compliance adherence. In return, the company offers a competitive salary up to £40k, flexible hours, and a comprehensive benefits package. Ideal candidates will have at least 5 years' experience and CF1 certification, along with excellent customer service skills.