Experienced Investment Administrator

Bigmore Associates is looking for an experienced, full-time Investment Administrator to join our financial planning team. Our office is based in Walton on Thames and we have a hybrid working environment with 3 days in the office and the flexibility to work 2 days a week from home. Our office hours are 8.30am to 5pm*

*Initially, flexibility will be tailored to your training and you will need to be in the office more to start with. This will allow you to learn the role as well as train with and get to know the team.

What skills/experience/qualifications will I need?

You will need to be experienced in working in an IFA firm as an investment administrator. Duties will include but not be limited to:

• Gathering data and preparing client valuations when required
• Liaising with product providers to obtain plan information, illustrations, and other details, as required (for new clients and existing)
• Supporting team to gather information for the reports, including research, cashflow modelling, risk assessment and charges information
• Adding new clients to the back office system, including sensitive data consents, marketing consents, client agreements, AML verification and inputting risk assessments
• Liaising with product providers, to monitor and progress client transfers
• Ensuring client data is kept up to date on the back-office system
• Ensuring client files are up to date, complete, compliant and correctly filed
• Submitting and completing new business, including post business actions
• Supporting meeting preparation as required
• Ensuring that any follow ups (for example, on information requests from providers or responses from clients) are diarised and actioned under your own initiative at the appropriate time and the task remains on your to do list until completion
• Drafting top up, withdrawal, lump sum, change in premium letters to clients
• Fund switches and rebalancing, including tracking and fund switching letter to clients
• Tax year end actions such as bed and ISA, pension top ups and withdrawals, CGT calculations, etc
• Requesting drawdown quotes and instructing drawdown
• Fund performance comparisons, using FE Analytics
• Liaising with clients to ensure that their service needs are met within our timescales
• Arranging client meetings and preparing meeting packs for the advisers

What do I need to bring to the role?

• Experience of investment administration within a financial planning firm
• Great energy and a positive, can-do attitude
• Be calm and unflappable under pressure, be able to confidently prioritise tasks and manage a busy workload
• Show attention to detail
• Be a fantastic communicator, with your team and with our clients
• Work well as part of a team to get the best outcome for every client
• Be a master of technology – CRM systems, platforms, cashflow tools, fund analysis, etc

What does a day in this role look like?

No two days are the same! You will be the ‘go to’ person for financial planning in the day to day servicing for clients, working in a fast paced but supportive environment, with a great team.

Job Type: Full-time

Pay: £28,000.00-£32,000.00 per year

Additional pay:

• Bonus scheme

Benefits:

• Company pension
• Cycle to work scheme
• Health & wellbeing programme
• Life insurance
• Paid volunteer time
• Private medical insurance

Schedule:

• Monday to Friday

Experience:

• IFA practice financial services admin: 2 years (required)

Work Location: Hybrid remote in Walton-On-Thames