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