Investment Administrator Job in Godalming, Surrey

Investment Administrator Job in Godalming, Surrey. Apply for the latest Godalming, Surrey jobs in Accounting/Financial/Insurance.

Investment Administrator Job in Godalming, Surrey

Job Description
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.

Responsibilities:

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.Requirements:

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.Benefits:

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

Job Type: Permanent, Full Time
Location: Godalming, Surrey
Category: Accounting/Financial/Insurance
City: Busbridge
County: Surrey
Country: United Kingdom
Salary: £28000 – £32000/annum
Benefits: