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Investment Administrator
3 weeks ago
_**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 £45,000 + bonus, pension, 25 days holiday, Group PHI, DIS
- **Office/WFH**:2-3 days office based & 2-3 days WFH (9am - 5.30pm)
- **Requirements**: Previous IFA admin/sales support experience that must include experience in client fund switches
- **Role Snapshot**: Act as primary executor for client fund switches inc. the compliance and follow up admin + work with the Investment Management Committee (IMC) organising meetings/meeting packs, following up decisions to ensure outcomes are implemented
**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 will include:
- Following up on non-responses from regular clients and new money investment reviews
- Checking regular contributions are linked to template reports
- Checking phased buys are up to date with model portfolios
- Submitting investment switch data to platform providers
- Handling customer queries, keeping the Client Investment Oversight Officer updated on progress and trends
- Ensuring that amendments and outcomes from the IMC are input into the existing templates
- Ensuring the IMC output is reflected correctly in our clients’ risk matrix
**Skills / Experience Required**: For the Investment Administrator role, you must have experience in investment switches within an IFA practice. The role is 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.
- **The Investment Administrator **_**position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.**_
**Job Types**: Full-time, Permanent
**Salary**: £35,000.00-£45,000.00 per year
**Benefits**:
- Company pension
- Free parking
- Life insurance
- Private medical insurance
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Yearly bonus
Ability to commute/relocate:
- Guildford: reliably commute or plan to relocate before starting work (required)
**Education**:
- GCSE or equivalent (preferred)
**Experience**:
- investment: 2 years (required)
- Administrative experience: 1 year (required)
Work Location: Hybrid remote in Guildford
Reference ID: arc723
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