Rare opportunity to work for an award-winning IFA business in a fantastic environment, surrounded by 1st class people, really good team dynamic that is important for the business to maintain

Job Title/Location: Investment Administrator, Surrey/WFH

Salary: To £38,000 + bonus c.£2,000, pension, 25 days holiday, Group PHI, DIS

Office/WFH:4 days office + 1-day WFH (9am – 5.30pm)

Requirements:Previous IFA admin/sales support experience that must include experience with pensions switches, GIA’s, ISA’s etc Role Snapshot:Driving the investment management process, constructing client portfolio reviews, executing trades/rebalancing client portfolios, some fund research & being part of the Investment Management Committee (IMC)

The Company: A well-established IFA practice that advises across the board, both on individual and group products. This role will assist the Client Investment Oversight Officer in driving the investment switching process and all the resulting administration.

The Role: For this Investment Administrator post, our client is happy to take on someone who has either focused on investment switches or has worked in a general IFA admin/sales support role that has exposed you to switches. The role has two main elements, one linked to client investment administration, the other is IMC administration. Responsibilities include:

Constructing client portfolio reviews and managing reviews within the annual timetable, sending client reviews and following up on non-responses

Checking regular contributions are linked to template reports

Checking phased buys are up to date with model portfolios

Submitting investment trade data to platform providers

Handling customer queries, keeping the Client Investment Oversight Officer updated on progress and trends

Provide data for the IMC – includes analysis of investment models, performance/contribution analysis and investment research

Skills / Experience Required: For the Investment Administrator role, you must have experience in investment switches within an IFA practice. The role is largely office based, as the teamwork between this role and that of the Client Investment Manager is so important. Accuracy is also key, as is finding someone who is a genuine team player.

Additional Information: The salary for Investment Administrator role is to £38,000 + c.£2,000 bonus. You would also get 25 days holiday, Group Pension, DIS and Group PHI. The role is based just outside of Guildford, free parking available. Please apply below.