Investment Administrator

Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products.

Company Benefits:

* Competitive salary reflecting experience and ability.

* Pension scheme and medical insurance.

* Support for personal development, including exam guidance, study leave and costs covered.

* Internal training to understand systems, products and processes.

* Time off for CPD and relevant professional events.

Experience and Skills Requirements:

* Familiarity with back-office investment systems and platforms.

* Experience with fund switch reports and investment review processes.

* Minimum CF1 (or equivalent) qualification.

* At least 2 years’ experience dealing directly with clients in financial services.

* Good knowledge of pensions, investments, life assurance and mortgages.

Key Responsibilities:

* Provide administrative support throughout the sales and client review process.

* Prepare and manage regular client investment reviews.

* Communicate effectively with clients via phone, email and letters.

* Demonstrate initiative and sound judgment when handling administrative tasks.

* Maintain well-organised client files and accurate records.

* Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly.

* Process new business applications and ensure documentation accuracy.

* Manage incoming and outgoing post efficiently.

* Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations.

* Work with investment platforms and interpret fund valuations in client portfolios.

* Attend internal and external training as required and stay up-to-date with relevant regulations.

* Undertake other duties as reasonably requested.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted