Take your career to the next level as an Investment Administrator in Surrey, working in a supportive IFA setting with a hybrid work model. Join a dedicated team focused on excellence in investment management.As an Investment Administrator, you will play a critical role in supporting the Client Investment Oversight Officer. Your responsibilities will include managing client investment administration, executing trades, and contributing to portfolio reviews. This role demands precision, as you'll navigate complex investment tasks within a thriving team atmosphere.Key Responsibilities:Lead the construction of client portfolio reviewsExecute investment trades and report data accuratelyAddress client queries and keep abreast of trendsMonitor phased buys in relation to model portfoliosProvide analytical insights for IMC activitiesRequirements:Experience in investment switches in an IFA settingKnowledge of GIA's, ISA's, and other financial productsStrong attention to detail and collaborative spiritFamiliarity with investment management tasksAbility to handle intricate client administration tasksJoin a respected IFA practice and make a tangible impact in Surrey.

📌 Surrey Investment Administrator Position
🏢 ARCC CONSULTING
📍 Surrey