Morgan McKinley
Investment Administrator
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We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established wealth management firm in Godalming.
You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients.
Alongside a competitive salary of up to £40k the benefits package is extensive, including:
- 25 days holiday plus Bank Holidays
- Pension (5% employer contribution)
- Private health insurance for employee and partner
- Life insurance
- Annual salary review / increase
- Discretionary annual bonus
- Hybrid working (on completion of probation, 1 day a week working from home)
- Flexible working policy allowing you to accrue hours and earn up to 1 extra day holiday per month
- Support for professional development including study support for relevant qualifications and time off for events etc
- Opportunities for career development
- A really supportive, friendly culture
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Duties include:
- Provide administrative support to financial advisors
- Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc
- Support annual review processes, ensuring client records are up to date
- Liaise with product providers, ensuring all compliance requirements are met
- Maintain accurate client data within internal systems
- Support with client updates and communications
- Process new business applications, including checks to confirm documentation is accurate
- Process client requests including withdrawals, statements, change of information etc
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We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach.
For more information please apply now!
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