Investment Administrator - Quilter

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting two investment managers and a senior investment administrator. Additional help to other investment managers on the team may, at times, be required. This work will cover all aspects of administration of the accounts, from opening, working with investment managers during the account's life, and closing accounts, while ensuring this is performed in a compliant manner. Attention to detail is essential.

The individual will report to the Team's Head and the investment managers and investment assistants. We will provide full training for the role, we work collaboratively to achieve the team's goal and you will progress as quickly as you learn the varied tasks. As your role is central within the team, you will be assisting in general administration roles. These duties are varied daily, but usually consist of:

• Answering the phones
• Preparing PowerPoint presentations
• Preparing suitability letters and maintenance of suitability affirmations
• Assisting in the production of investment proposals
• Assisting in the distribution of ongoing client reporting
• Facilitating the smooth opening of new accounts
• Arranging payments to our clients and advisers
• Ensuring Investment Managers are well prepared for client meetings

You will be working very closely with our clients and their agents to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally. You will therefore need to have a pleasant and personable manner, able to get on with a variety of clients and have a keen eye for detail. You should be comfortable writing and responding to emails and letters as well as talking to clients on the phone.

This role is perfect for someone wanting to build a career as an Investment Manager. Full support and training will be given, and we will also support with qualifications in order to progress your career as a fully qualified Investment Manager.

To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.

Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management, however this is not essential. We will also consider candidates who are starting their career and looking for their first opportunity within Investment Management. To be successful in this role you will be an independent worker and thinker. You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management. A good level of communication skills is required. A good level of Microsoft Office, especially Excel, is required.

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Core Benefits:

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
• Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
• Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
• Life Assurance: 4x your salary.
• Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only.

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.