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For Companies At a Glance
- Tasks: Provide admin support to Investment Managers and engage with clients professionally.
- Company: Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: 26 days holiday, incentive scheme, pension plan, and flexible benefits.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in investment administration and strong communication skills required.
- Other info: Embrace diversity and enjoy excellent career growth opportunities.
The predicted salary is between 28800 - 43200 £ per year.
About The Business
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.
Fixed Term Contract Duration - 9 Months
About The Role
- Level: 2
- Department: Investment Management
- Location: London (Hybrid)
- Contract: Permanent
Provide dedicated administrative support to three Investment Managers as part of a dynamic team. Confident in written and verbal communication, including drafting and responding to emails and letters, and engaging with clients over the phone. Carry out a variety of administrative tasks, such as answering calls, preparing suitability letters, maintaining suitability affirmations, and assisting in the creation of investment proposals and PowerPoint presentations. Support the distribution of ongoing client reporting. Onboarding of new client accounts, process payments to clients and advisers, and ensure Investment Managers are fully prepared for client meetings. Build and maintain strong relationships with clients, advisers and their representatives by delivering timely and accurate portfolio information and reports. This requires a personable and professional approach, attention to detail, and the ability to work effectively with both internal employees and external providers. Support general team administration, including booking meeting rooms for clients and adviser meetings.
About You
- Ideally you will have some experience in a similar role as an Investment Administrator within Wealth or Investment Management.
- Knowledge of Figaro system would be advantageous.
- Basic understanding of financial services and markets and the terminology would be useful.
- A good level of communication skills is required.
- Basic knowledge of Microsoft Office, Word, Excel and Powerpoint required.
- Experience within financial services is beneficial and a general interest in financial markets would be helpful.
Inclusion & Diversity
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.
Values
- Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
- Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
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.
- Healthcare Cash Plan: Jersey employees only.
- Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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.
Investment Administrator - Quilter in London employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator - Quilter in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Prepare for interviews by researching Quilter Cheviot and understanding their values and services. Tailor your responses to show how you align with their mission and how your skills can contribute to their team.
✨Tip Number 3
Practice your communication skills! Since the role involves engaging with clients, being articulate and confident is key. Try mock interviews with friends or family to polish your delivery.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at Quilter Cheviot.
We think you need these skills to ace Investment Administrator - Quilter in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Administrator role. Highlight your relevant experience in wealth or investment management, and don’t forget to mention any knowledge of the Figaro system if you have it!
Show Off Your Communication Skills: Since this role requires strong written and verbal communication, give examples in your application of how you've effectively communicated with clients or colleagues in the past. This will show us you're a great fit for the team!
Be Personable and Professional: We value a personable approach, so let your personality shine through in your application. Share experiences where you built strong relationships with clients or worked collaboratively with others to achieve a goal.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and markets. Familiarise yourself with key terminology and concepts that are relevant to the role of an Investment Administrator. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Practice Your Communication Skills
Since the role involves a lot of client interaction, practice your verbal and written communication skills. Prepare to discuss how you would handle client queries or draft professional emails. You might even want to role-play some scenarios with a friend to get comfortable.
✨Showcase Your Attention to Detail
In this role, attention to detail is crucial. Be ready to provide examples from your past experiences where your meticulous nature made a difference. Whether it’s preparing reports or managing client information, highlight how you ensure accuracy in your work.
✨Be Personable and Professional
Quilter values strong relationships with clients and colleagues. During the interview, demonstrate your ability to connect with others. Share instances where you’ve built rapport or handled challenging situations with professionalism. This will reflect your fit within their team-oriented culture.
