Average Investment Administrator salary in Guildford

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.

We are working with a successful and growing Chartered financial planning and wealth management organisation to recruit a Financial Services Administrator. Our client places a strong emphasis on developing its people and creating long-term career opportunities.Based in the Woking office, this position offers an excellent opportunity for a graduate, experienced administrator or someone looking to move into financial services. You will receive structured training and ongoing support while gaining valuable experience working alongside experienced Financial Planners and developing your knowledge of the wider financial planning process.The RoleProvide administrative support to Financial Planners and the wider team.Assist with client documentation, applications and general administration.Liaise with providers and internal teams to obtain information and resolve queries.Maintain accurate client records and support the smooth running of the client journey.Develop your knowledge of financial planning and financial services.Work towards professional qualifications as you progress.About YouThis role would suit a graduate, financial services administrator or someone looking for a new challenge and a long-term career in financial planning.You will be organised, proactive and keen to learn, with strong attention to detail and a professional approach. Most importantly, you will be ambitious, hardworking and committed to developing your career within financial services.PackageSalary up to £30,000BonusStrong company benefitsFull training and ongoing supportProfessional qualification supportExcellent career progression opportunitiesWoking-basedFull-time office based during probationary periodTravel to London during probation for training and to meet wider teams, with expenses coveredHybrid working from the Woking office following successful completion of probationThis is a fantastic opportunity to join a growing organisation that genuinely invests in its people and provides the training, support and progression needed to build a successful career within financial services.

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!