Investment Administrator

Investment Administrator Location: Godalming Salary: £30,000-£40,000 Benefits: Pension and Flexible Working Options An exciting opportunity to build your career in Investments! Are you an organised, detail-focused administrator looking to take the next step in your career within Investments and Financial Services? Our client, a successful financial services business based in Godalming, is looking for an enthusiastic and motivated Investment Administrator to join their team. This is a fantastic opportunity for someone who already has experience in Financial Services, Client Services, Pensions or Investment Administration, or for an ambitious administrator who is keen to develop their career within the investment sector. You''ll play an important role in supporting the investment and sales teams, helping to deliver an excellent service to clients while gaining valuable exposure to investments, pensions and financial planning. The Role You''ll provide a high level of administrative support to the sales and investment teams, with responsibilities including: Managing the client review process, including preparing spreadsheets, reports and supporting documentation. Preparing and typing professional client letters and reports. Obtaining new business illustrations for Investment and Pension Consultants. Processing new business applications and checking documentation for accuracy and completeness. Maintaining accurate and up-to-date client records and databases. Supporting ..... full job details .....