Investment Administrator

  • Location: Farnham
  • Job Type: Permanent
  • Industry: Admin Financial
  • Salary: £25000 - £30000
  • Hours: Monday - Friday

This is an exciting opportunity to further your career in investment administration, working for a unique business based in Farnham.

As the Investment Administrator, you will have proven high-level office administration experience with a keen interest in the investment and planning industry, or a background in investment administration. This is an ideal prospect if you are looking to develop and utilise your skills in a new role.

This is an excellent chance to join a business with a clear career path and fantastic opportunities for progression.

You will be:

  • Supporting Investment Advisors with administrative tasks
  • Assisting with new business propositions
  • Preparing new business documentation
  • Checking files
  • Handling fee estimations
  • Drafting letters for clients
  • Supporting investment dealings

Key Skills:

  • High-level administration skills
  • Financial or Investment industry knowledge
  • Excellent communication skills
  • High attention to detail

Working hours will be Monday to Friday, 8:30am-5:00pm, or 9:00am to 5:30pm. The salary for this role is £25,000pa to £30,000pa, depending on experience.

If you are interested in developing your career within Administration and Financial Planning, click ‘Apply’ now or give us a call for more information.

Thank you for your interest in this role. if you do not hear from us within 5 working days unfortunately your application has not been successful.

On Track Recruitment & Training Ltd. is committed to applying equal opportunities at all stages of recruitment and selection, in line with its Equality, Diversity and Inclusion policy in addition to our duty under the Equality Act 2010 to have due regard to the need to eliminate discrimination; to advance equality of opportunity.





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