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We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established wealth management firm in Godalming. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clien ...
Godalming1 day ago
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We have an exciting opportunity for an experienced IFA Administrator/Investment Administrator to join a well-established wealth management firm in Godalming. · Provide administrative support to financial advisors · Prepare documents before and after client meetings/investment rev ...
Godalming1 month ago
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We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established wealth management firm in Godalming. · You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to cli ...
Godalming, England1 month ago
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Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. · Provide dedicated administrative support to three Investment Managers as part of a dynamic team., Confident in written and verbal communication, including drafting and respond ...
London Full time1 month ago
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+Job summary · Provide dedicated administrative support to three Investment Managers as part of a dynamic team. · +QualificationsIdeally you will have some experience in a similar role as an Investment Administrator within Wealth or Investment Management. · ...
London1 month ago
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Due to exciting expansion and increasing business needs, · a fantastic opportunity has arisen for a Client Investment Administrators · to join a dynamic and highly regarded investment company in the heart of London. · ...
London1 month ago
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The Pensions & Investment Administrator will support the Financial Advisers on a daily basis. · Support the financial services team with all admin and compliance processingUpdating the in-house systems and compliance filesSubmit the online pension and investment info on the porta ...
Horsham £28,000 - £32,000 (GBP)2 weeks ago
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We're recruiting an experienced IFA Administrator to join the Pensions & Investment team within a highly respected Financial Services firm in Horsham, · West Sussex.The company supports financial advisers nationwide with high-quality compliance, · operations and business support, ...
Horsham1 week ago
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Pension & Investment Administrator to work for a company based in the Horsham area. · Support the financial services team with all admin and compliance processing · Update the in-house systems and compliance files · ...
Horsham2 weeks ago
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Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for a Client Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. · Prior assistant or administrative experience working within financ ...
London Area1 month ago
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Morgan McKinley is looking for an experience Pensions & Investment Administrator to work for a company based in the Horsham, West Sussex area. · The role can be office based or hybrid working. · ...
Horsham, England2 weeks ago
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My client are a Global Wealth & Asset Management business with over £20bn AUM and around 300 employees that specialise in providing solutions to HNW & UHNW individuals, families, institutions and charities. · ...
London1 month ago
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Join a leading UK financial advice network as an experienced IFA Administrator to support advisers across pension and investment business. · ...
Horsham, England1 week ago
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Looking to take your first step into the financial services sector? Or build on your existing administration skills in a global company with genuine career opportunities? · We're hiring a Self-Invested Administration Officer to join our growing operations team in Basingstoke. · ...
Basingstoke Full time1 month ago
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We're hiring a Self-Invested Administration Officer to join our growing operations team in Basingstoke.Looking to take your first step into the financial services sector? Or build on your existing administration skills in a global company with genuine career opportunities? · ...
Basingstoke1 month ago
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As a market leader the talent and passion of our people is critical to our success Together we share a common set of values rooted in integrity excellence and strong team ethic We can provide a superior foundation for building a professional career – a place for people to learn t ...
London Full time2 weeks ago
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We're hiring a Self-Invested Administration Officer to join our growing operations team in Basingstoke. To administer requests from customers and advisers on Self-Invested products. · ...
Basingstoke1 month ago
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BlackRock is one of the world's largest and most prominent investment management firms. · BII is searching for an Administrative Business Partner to support senior members of the team as well as drive key team activities. · Manage daily calendars for senior team members,Arrange a ...
London3 weeks ago
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About this role · About BlackRock: · BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, governments, and individuals worldwide. We offer a wide range of investment products and services ...
London3 weeks ago
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Job summaryAdministrative Business Partner · We are seeking a dynamic Administrative Business Partner to join our team and provide support to members of the Index Investments Leadership team as well as provide ad hoc support to other senior leaders in the team. · Act as a gatekee ...
London Full time1 week ago
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Job Description · Job Description Summary · Portfolio Administrator Trainee (Investment 20/20) · 12 month FTC · Location: London (hybrid 3 days per week in office) · Salary: £35,000 · Closing date: 11th March 2026 · Aegon Asset Management is a leading global investor, our emplo ...
London1 day ago
Investment Administrator - Guildford - 2i Recruit Ltd
Description
About the RoleThis is a key administrative role supporting both internal teams and client-facing processes. You will be responsible for delivering high-quality administrative support, maintaining accurate records, and ensuring an excellent standard of service to clients and colleagues. The position requires someone highly organised, proactive, and confident working both independently and as part of a team.
Qualifications & Experience
A minimum of two years' experience in a client-focused administrative role.
Strong understanding of complex documentation, client onboarding processes, and record-keeping requirements.
Professional qualifications (e.g., CF1 or equivalent) are desirable but not essential.
Strong IT literacy, including Microsoft Word and basic Excel skills.
Excellent telephone manner and written communication skills.
Key Attributes
High level of organisation and the ability to prioritise effectively under pressure.
Strong customer service skills and the ability to communicate clearly with clients.
Comfortable working to deadlines in a structured and compliant environment.
Ability to work both in a team and independently to high standards.
Accurate, thorough, and capable of handling sensitive information responsibly.
Key Responsibilities
Providing administrative support across client review processes and internal workflows.
Communicating with clients via phone, email, and letter, ensuring a professional and helpful experience.
Maintaining accurate client files and digital records using internal systems.
Preparing and processing documentation, ensuring all information is complete and compliant.
Managing incoming and outgoing post.
Supporting the preparation of reports and client documentation when required.
Interpreting client data and valuations and ensuring all records are kept up to date.
Ensuring compliance with internal policies, procedures, and regulatory requirements.
Completing regular mandatory training in areas such as data protection, fraud awareness, and customer care.
Assisting with workflow management, including the creation and processing of reports.
Liaising with internal and external teams to support the smooth running of administrative processes.
Attending training sessions and professional development events as required.
Carrying out additional duties as reasonably assigned.
Desirable Experience
Experience supporting report preparation or assisting with client suitability documentation.
Ability to collate detailed information from various sources, such as assessments, fact-finding documents, client objectives, and service notes.
Benefits
Company pension scheme.
Medical insurance.
Professional development support, including study leave, exam support, and resources.
Ongoing internal training on systems and processes.
Dedicated time for CPD relevant to the role.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted
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Investment Administrator
Only for registered members Godalming
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Investment Administrator
Only for registered members Godalming
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Investment Administrator
Only for registered members Godalming, England
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Investment Administrator
Full time Only for registered members London
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Investment Administrator
Only for registered members London
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Client Investment Administrator
Only for registered members London
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Pension & Investment Administrator
Only for registered members Horsham
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Pensions & Investment Administrator
Only for registered members Horsham
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Pension & Investment Administrator
Only for registered members Horsham
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Client Investment Administrator
Only for registered members London Area
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Pension & Investment Administrator
Only for registered members Horsham, England
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Investment Management Administrator
Only for registered members London
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Pensions & Investment Administrator
Only for registered members Horsham, England
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Self-Invested Administration Officer
Full time Only for registered members Basingstoke
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Self-Invested Administration Officer
Only for registered members Basingstoke
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Investment Management Administrative Assistant
Full time Only for registered members London
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Self-Invested Administration Officer
Only for registered members Basingstoke
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Administrative Business Partner, Investment Institute
Only for registered members London
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Administrative Business Partner, Investment Institute
Only for registered members London
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Administrative Business Partner, BGM Index Investments
Full time Only for registered members London
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Portfolio Administrator Trainee (Investment 20/20)
Only for registered members London