Our client based in Godalming is looking for an Investment Administrator. This is an ideal opportunity for a candidate looking for progression in a friendly, supportive company. Our client is keen on personal development, with exam support including guidance, study leave and the cost of study.


  • Carrying out admin tasks in support of the sales process and client review process.
  • Communicating effectively with clients by letter, e-mail and telephone regarding their business with the company.
  • Maintaining client files and record keeping to a good quality.
  • Completing quarterly on-line training in anti-money laundering, data protection, fraud awareness
  • Processing of new business applications, including checks to confirm the documentation is correct.
  • Opening and distributing incoming post and sending outgoing post.
  • Creating and processing fund switch reports.
  • Investment Reviews kept up to date and completed accurately.
  • Attending internal and external training events as appropriate.
  • To undertake other duties as reasonably required and directed.
  • Compliance issues, guidance, manual, logs and processes, training will be provided.


  • Shows initiative and judgement when administering work.
  • Is organised and prioritises work well.
  • A good understanding of sales and client review process.
  • Ability to use back-office systems, training will be provided
  • Qualifications: A minimum of CF1 or equivalent and 2 years’ experience dealing directly with clients in the financial services sector.
  • A full understanding is required of the different products relating to pensions, investments, life assurance and mortgages.


  • Pension scheme on a non-contributory basis
  • Medical insurance.
  • Personal development- help developing your role, exam support including guidance, study leave and the cost of study.

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

Tagged as: Banking


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