We are currently recruiting for a Financial Planning practice based near Godalming who are looking to recruit an Investment Administrator to join their team.

They are looking to recruit a competent and motivated administrator to join their investment hub. Candidate will report into the Client Investment Oversight Function. The candidate will be responsible for executing all trades for our clients and compiling essential audit trail and processing notes with that in mind the candidate will need a background in investment . In addition to that there will be some administration work for Investment Management Committee (IMC).

Driving the investment switching process and follow up administration to include;