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Permanent

Investment Administrator - Wealth Management

Godalming
money-bag 25000.00-25000.00 Annual
3088854419
Posted Yesterday

Investment Administrator - Wealth Management Location: GodalmingSalary: £25,000-£38,000 + BenefitsHours: Monday to Friday - Flexi Time Options AvailableBenefits : Generous salary, comprehensive benefits, personal development, exam support, medical insurance and pension contributionAn award-winning investment services provider is seeking a highly organised and motivated Investment Administrator to join its growing team. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages. Supporting a diverse client base of pension schemes and institutional investors, this role offers the opportunity to be part of a dynamic and client-focused environment. This role can offer you extensive career development and the opportunity to grow within a successful company. Plus, a minimum of CF1 or equivalent and 2 years'' experience dealing directly with clients in the financial services sector.Job ResponsibilitiesFlexibility to assist the team with all administration tasksEnsuring portfolio reviews are up to date and accurateCommunicating effectively with clients by letter, e-mail and telephoneOpening and distributing incoming post and franking and sending outgoing post.Understanding the compliance issues, guidance, manual, logs and processes.Maintenance of the client review process including the preparation of spread sheets and reports accordingly.Prepara

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