Investment Administrator
Location: Godalming
Salary: £28,000 – £32,000 (depending on experience)
Hours: 37.5 per week (core hours 10am–4pm, Mon–Fri, with flex time)
Benefits: 25 days holiday, free parking, 5% pension contribution, private health care (post-probation), 4x salary death benefit, exam support (study leave + costs).
We are seeking a highly organised and motivated Investment Administrator to join a growing financial services team. This role is integral to supporting advisers and paraplanners, ensuring the smooth running of client processes and maintaining the high standards of service provided. The successful candidate will thrive in a structured environment, have excellent communication skills, and enjoy working both independently and as part of a collaborative team.
Daily Duties
Provide administrative support for sales & client review processes
Communicate effectively with clients (letters, email, phone)
Maintain accurate client files and back-office records
Process new business applications & check documentation
Open, distribute, and send post (incl. franking)
Create and process fund switch reports
Ensure investment reviews are accurate and up to date
Support paraplanners (e.g., preparing factfinds, risk assessments, client objectives, scheme details, illustrations)
Prepare and send documents to outsourced paraplanners
Attend internal and external training
Complete quarterly compliance training
Key Skills & Attributes
Strong telephone manner and customer service skills
Organised, structured, able to prioritise under pressure
Initiative and sound judgement in admin tasks
PC literate (MS Word, basic Excel)
Experience with Intelliflo or similar back-office systems
Able to work both independently and as part of a team