At a Glance
- Tasks: Support Investment Managers with client administration and investment reporting.
- Company: Quilter Cheviot, a leading investment firm with a hybrid work model.
- Benefits: Gain valuable experience while pursuing professional qualifications in a supportive environment.
- Other info: 12-month fixed term contract with opportunities for career growth.
- Why this job: Join a dynamic team and develop your skills in the finance industry.
- Qualifications: Strong organisational skills and a keen interest in investment administration.
The predicted salary is between 25650 - 31350 £ per year.
Quilter Cheviot in Birmingham (Hybrid) is seeking an Investment Administrator on a 12-month fixed term contract to support two Investment Managers with client administration and investment reporting.
You will assist with regular suitability checks, prepare fact find forms, maintain CRM data, open new accounts, and handle day-to-day client administration, while developing your skills and pursuing professional qualifications.
Investment Admin Specialist - Hybrid, 12-Month FTC in Birmingham employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work culture in the heart of London that fosters professional growth and collaboration. With a hybrid working model and a comprehensive benefits package, employees are empowered to thrive both personally and professionally while contributing to a leading firm in the Financial Services sector.
