Investment Administrator

Our professional client is looking for an Investment Administrator to work for their company in Guildford. The right candidate will be responsible for responding to customer enquiries and carrying out administration tasks in support of the sales process.

Company Benefits:

• Onsite parking
• Personal development- help developing your role, exam support including guidance, study leave and the cost of study
• Life cover
• Private healthcare
• 25 days holiday plus bank holiday

Key Responsibilities:

Flexibility to assist the sales team with all administration tasks, as required, including (but not limited to) the following:

• Maintenance of the client review process including the preparation of spread sheets and reports accordingly.
• Preparation and typing of letters and other reports, where required.
• Processing of new business applications, including checks to ensure that documentation is correct.
• Maintenance of client database.
• Assist in the ongoing research into appropriate investment funds.
• Ensure all administration is completed in an effective manner to meet the firm’s record keeping and file quality requirements.
• Ensure that the firm’s high standards of client care are met and operating at all times within the Rules of the FSA.
• To undertake all other duties as reasonably required and directed.

Experience and Skills Requirements

• A minimum of CF level 1- and 2-years’ experience of dealing directly with clients in the Financial Services sector.
• Good keyboard skills and PC literate, with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel.
• A full understanding of the different types of investment, life assurance and pension contracts available and of mortgages.
• Excellent telephone manner and customer service skills in keeping with the highly professional reputation that the company has acquired over the years in the financial services industry.
• Ability to work in a structured and planned manner especially when under pressure to meet deadlines.

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