Investment Administrator

Investment Administrator

Location: Godalming

Salary: £28,000 - £32,000 (depending on experience)

Hours: 37.5 per week (core hours 10am-4pm, Mon-Fri, with flex time)

Benefits: 25 days holiday, free parking, 5% pension contribution, private health care (post-probation), 4x salary death benefit, exam support (study leave + costs).

We are seeking a highly organised and motivated Investment Administrator to join a growing financial services team. This role is integral to supporting advisers and paraplanners, ensuring the smooth running of client processes and maintaining the high standards of service provided. The successful candidate will thrive in a structured environment, have excellent communication skills, and enjoy working both independently and as part of a collaborative team.

Daily Duties

Provide administrative support for sales & client review processes

Communicate effectively with clients (letters, email, phone)

Maintain accurate client files and back-office records

Process new business applications & check documentation

Open, distribute, and send post (incl. franking)

Create and process fund switch reports

Ensure investment reviews are accurate and up to date

Support paraplanners (e.g., preparing factfinds, risk assessments, client objectives, scheme details, illustrations)

Prepare and send documents to outsourced paraplanners

Attend internal and external training

Complete quarterly compliance training

Key Skills & Attributes

Strong telephone manner and customer service skills

Organised, structured, able to prioritise under pressure

Initiative and sound judgement in admin tasks

PC literate (MS Word, basic Excel)

Experience with Intelliflo or similar back-office systems

Able to work both independently and as part of a team