Average Investment Administrator salary in Godalming

Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products.Company Benefits: Competitive salary reflecting experience and ability.Pension scheme and medical insurance.Support for personal development, including exam guidance, study leave and costs covered.Internal training to understand systems, products and processes.Time off for CPD and relevant professional events.Experience and Skills Requirements:Familiarity with back-office investment systems and platforms.Experience with fund switch reports and investment review processes.Minimum CF1 (or equivalent) qualification.At least 2 years’ experience dealing directly with clients in financial services.Good knowledge of pensions, investments, life assurance and mortgages.Key Responsibilities:Provide administrative support throughout the sales and client review process.Prepare and manage regular client investment reviews.Communicate effectively with clients via phone, email and letters.Demonstrate initiative and sound judgment when handling administrative tasks.Maintain well-organised client files and accurate records.Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly.Process new business applications and ensure documentation accuracy.Manage incoming and outgoing post efficiently.Support paraplanners in preparing suitability reports, including fact finds, risk assessments and illustrations.Work with investment platforms and interpret fund valuations in client portfolios.Attend internal and external training as required and stay up to date with relevant regulations.Undertake other duties as reasonably requested.If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

IFA Administrator - Godalming£27,000 - £35,000Free ParkingA well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.The role is fully office based (with the occasional remote day), offering excellent training, exam support, and genuine career development opportunities.As an Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.BenefitsSalary up to £35,000 (DOE)Free parkingPrivate Medical Insurance (Bupa)Life AssuranceAegon pension (5% employer contribution, option to invest in company CIP)25 days holiday + holiday purchase schemeFull exam supportEnhanced maternity/paternity payOffice-based role with supportive team cultureOccasional day of work from home if needed To be considered for this IFA Admin position: At least 1 year’s experience in financial services administration Knowledge of Intelligent Office (IO) is advantageous, but training can be provided Strong administrative and organisational skills with excellent attention to detailAbility to manage workload effectively and prioritise client requestsEagerness to continue personal and professional developmentApply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will be in touch to discuss the role in detail before your CV is submitted to the client. #LI-LW1

IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients.Alongside a competitive salary of up to £39k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture.Duties include:Provide administrative support to financial advisorsPrepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etcSupport annual review processes, ensuring client records are up to dateLiaise with product providers, ensuring all compliance requirements are metMaintain accurate client data within internal systemsSupport with client updates and communicationsProcess new business applications, including checks to confirm documentation is accurateProcess client requests including withdrawals, statements, change of information etcWe are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach.For more information please apply now!