Step into a key role as an Investment Administrator within a leading IFA practice in Surrey, offering a blend of office and work from home. Collaborate with top-tier professionals and enhance your skills in investment management.
This role is vital for driving the investment process within an esteemed IFA business. The Investment Administrator will engage in client portfolio management, execute trades, and support the Investment Management Committee (IMC) with data analysis. Emphasizing teamwork, the position requires a robust background in investment switches and administration.
Key Responsibilities:
• Manage and construct detailed client portfolio reviews
• Submit investment data accurately to providers




• Keep track of customer queries and provide updates
• Ensure timely updates for phased buys and reports
• Analyze investment performance and models for IMC
Requirements:
• Proven experience in IFA admin and investment switches
• Understanding of pensions, GIA's, and ISA's
• High level of accuracy in tasks
• Team-oriented mindset for collaboration
• Capable of handling client investment processes
Elevate your career by contributing to a cooperative investment team in Surrey.
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📌 Ifa Investment Administrator Role Surrey (Canada)
🏢 ARCC CONSULTING
📍 Canada