Oraculum Recruitment Home Page Menu
Apply for Role

New Role

Job Details

Job Role : Investment Administrator

Job Type : Permanent

Location : Godalming

Salary : £22,000 to £28,000 +Excellent Benefits

Reference : P 11193

Job Specification

  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.

        Benefits:  

  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.

 




Apply for Role

Other Jobs...

Technical Sales Specialist

View Job Details

North of England (North Wales across to Hull and up to Newcastle)

£35,000 to £42,000

Are you a Sales Specialist with ambition and a drive to succeed? Are you seeking a Sales and Business Development role with a market leader in the bio technology industry with high earning potential,

Apply for Job

Customer Experience Co-ordinator

View Job Details

Leatherhead, Surrey

£20,000 to £24,000

Due to continued success, our client, a leading design and installation company are seeking a new member in their Customer Care department.

Apply for Job

Internal Sales Account Manager

View Job Details

Waterlooville, Hants

£26,000 to £30,000 + Bonus

Our client is a B2B supplier in the construction & utilities sector. With ongoing success and ambitious growth plans the business now has a new opening for an Internal Sales Account Manager.

Apply for Job

Customer Sales Advisor

View Job Details

Guildford, Surrey

£18,000 +Bonus

Our client is a leading national property services organisation. They currently have a new entry level Customer Sales Adviser opportunity.

Apply for Job

 

Toolkit:

Here is your Recruitment Toolkit

The fantastic, comprehensive toolkit to help you manage your own recruitment process.

Recruitment%20Toolkit



Important Note:

You will receive the document via email so be sure to add "website@oraculum.co.uk" to your email contact list (or check any spam filter boxes you may have).