Due to our continued success, we require an additional Administrator to join our Investment team. The role will be based at our Head Office in Godalming working within the Wealth Management side of the business. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages. Plus, a minimum of CF1 or equivalent and 2 years experience dealing directly with clients in the financial services sector. In return we can offer Mon to Fri working hours with a flexi time scheme, generous salary, comprehensive benefits package and the chance to further your career. Tasks and responsibilities: • Have a good understanding of the sales process and client review process. Ensuring portfolio reviews are up to date and accurate. • Carrying out admin tasks in support of the sales process and client review process. • Provide consultants with all requirements for client meetings. • Processing of new business applications and fund switches including checks to confirm the documentation is correct. • Sending out LOAs and obtaining information from providers in preparation for a report of recommendation. • Communicating effectively with clients by letter, e-mail and telephone • Shows initiative and judgement when administering work. • Is organised and prioritises work well. • Ability to use back-office systems such as Intelliflo and to maintain clear and accurate ..... full job details .....