Average Investment Administrator salary in Guildford

Investment Administrator Job Title: Senior Administrator Located: Godalming, Surrey Salary: 28-36k Purpose of the Role To work within the investment team by responding to customer enquiries and carrying out administration tasks in support of the sales process. To promote their services as a premier provider of quality financial solutions within the parameters of the FSA’s Commitments and Rules. Job Responsibilities Sales Support Flexibility to assist the sales team with all administration tasks, as required, including (but not limited to) the following: Maintenance of the client review process including the preparation of spread sheets and reports accordingly.Preparation and typing of letters and other reports, where required.Obtaining new business illustrations for Investment and Pensions Consultants where required.Processing of new business applications, including checks to ensure that documentation is correct.Maintenance of client database.Assist in the ongoing research into appropriate investment funds.Ensure all administration is completed in an effective manner to meet the firm’s record keeping and file quality requirements.Ensure that the firm’s high standards of client care are met, and operating at all times within the Rules of the FSA.To undertake all other duties as reasonably required and directed. Personal Development To achieve an understanding of office systems and procedures, investment and other financial planning products, and of compliance rules, including Data Protection and Anti-Money Laundering regulations with this knowledge being maintained by additional training and development as required. Qualifications & Capabilities A minimum of CF level 1 and 2 years experience of dealing directly with clients in the Financial Services sector. Good keyboard skills and PC literate, with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. A full understanding of the different types of investment, life assurance and pension contracts available and of mortgages. Excellent telephone manner and customer service skills in keeping with the highly professional reputation that business has acquired from over 25 years in the financial services industry. Ability to work in a structured and planned manner especially when under pressure to meet deadlines.

Our client is looking for a highly experienced and motivated Administrator to join their growing team in the financial services sector. The ideal candidate will have experience in the financial services industry, with a strong background in administering various financial products. Company Benefits: Company pension scheme.Private Medical Insurance (PMI) and other health-related benefits.Income Protection (IP) and Death in Service (DIS) coverage.Discretionary and performance-related annual bonuses.22 days annual leave, plus one additional day for each year of service, up to a maximum of 25 days. Key Responsibilities: Manage the processing of new business for both individual and corporate clients, ensuring all documentation and regulatory requirements are met in a timely manner.Possess extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts (VCTs), pensions (individual and group), Private Medical Insurance (PMI), and Life Insurance-related business.Confidently liaise with clients and internal teams over the phone, delivering excellent service while maintaining a professional and approachable manner.Be highly skilled in using XPlan software, with a focus on fee reconciliation and other related functionalities. This will be a critical part of your daily tasks.Provide comprehensive administrative support to financial advisors and advisory support teams, ensuring smooth operations and compliance with company procedures.Demonstrate excellent numeracy skills and proficiency in using Excel for data analysis, reporting, and other administrative tasks. Experience and Skills Requirements Minimum of five years’ experience in financial services, with a solid understanding of financial products and services.Diploma-level qualification in Financial Services (or working towards) is essential.Proficient in using XPlan software, with a particular focus on fee reconciliation features.Strong skills in Microsoft Excel, with the ability to analyse data and generate reports.Confident and articulate when speaking on the phone with clients and team members.A team player who is able to collaborate effectively with advisory and admin teams.Excellent numerical ability with an attention to detail and accuracy. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

This independent firm of actuaries and consultants are looking for an experienced pensions’ administrator to join their pensions’ administration team. The successful candidate will work as part of a small but dedicated team of administrators, servicing clients with a variety of types of pension schemes, including final salary, group money purchase and stakeholder arrangements. Activities would include processing quotations and claims, including transfers in / out and annuity purchase, preparation of annual benefit statements and membership schedules, allocation of money purchase contributions, attendance at client meetings, presentations as required as well as some checking of the work of colleagues in the team and deputising for the Team Leader in their absence. To be considered for this role you must have previous experience of Occupational Pensions Administration preferably with some consultancy background (although they would consider candidates from life offices / in-house schemes). Profund experience is an advantage but not essential as training will be provided. This is an excellent opportunity for an individual looking for the next step in their career. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.