Job Role : Investment Administrator
Job Type : Permanent
Location : Godalming
Salary : £22,000 to £28,000 +Excellent Benefits
Reference : P 11193
This is an excellent opportunity to work for a leading Investment company based in Godalming. Our client is renowned for training and developing their employees and investing in their people.
For this role you will need a minimum of CF1 or equivalent and 2 years’ experience dealing directly with clients in the financial services sector. A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.
Key Attributes needed for this role include;
An excellent telephone manner and customer service skills.
The ability to work in a structured and planned manner especially when under pressure to meet deadlines.
Good keyboard skills and PC literate with a sound understanding of Microsoft Word and basic
familiarity with Microsoft Excel.
The ability to work in a team and also unsupervised to the high standards of the Wealth Management team.
Tasks and responsibilities include;
Carrying out admin tasks in support of the sales process and client review process. Communicating effectively with clients by letter, e-mail and telephone regarding their business with Wealth Management.
You will need a good understanding of the sales process and client review process.
The ability to use back office systems such as Intelliflo and to maintain the client records on them.
An understanding of how investment platforms work and how to read fund valuations in client portfolios. -
Maintaining client files and record keeping to a good quality.
Understanding compliance issues, guidance, manual, logs and processes.
Completing quarterly on-line training in anti-money laundering, data protection, fraud awareness and treating customers fairly.
Processing of new business applications, including checks to confirm the documentation is correct.
Opening and distributing incoming post and franking and sending outgoing post.
Maintaining a minimum level of continuous professional development (CPD) in respect of products relevant to the role.
Understanding the regulator requirements relating to independent financial advisers.
Undertaking other duties as reasonably required and directed.
Our client offers a highly competitive financial package including salary reflecting experience and ability, a pension scheme on a non-contributory basis and medical insurance.
Personal development- We will give help developing your role. This includes exam support including guidance, study leave and the cost of study texts and booking the exam met by employer.
There is internal training to understand back office systems, products and processes.
You will also be given time off for CPD for events relevant to the role.