Investment Administrator - Wealth Management

9 Days Old

Investment Administrator – Wealth Management
Location: Godalming
Salary: £25,000-£38,000 + Benefits
Hours: Monday to Friday – Flexi Time Options Available
Benefits : Generous salary, comprehensive benefits, personal development, exam support, medical insurance and pension contribution
An 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 Responsibilities
Flexibility to assist the team with all administration tasks
Ensuring portfolio reviews are up to date and accurate
Communicating effectively with clients by letter, e-mail and telephone
Opening and distributing incoming post and franking and sending outgoing post.
Understanding the compliance issues, guidance, manual, logs and processes.
Maintenance ...
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Location:
Godalming
Salary:
£25,000 - £38,000 /annum
Job Type:
FullTime
Category:
Accounting & Finance

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