At a Glance
- Tasks: Support Investment Managers with client accounts and administrative tasks in a fast-paced environment.
- Company: Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Exciting career path in a well-established firm with a supportive culture.
- Why this job: Join a dynamic team and make a real impact in the world of investment management.
- Qualifications: Organised, professional, and confident in handling client queries and administrative duties.
The predicted salary is between 30000 - 40000 £ per year.
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 hiring an Investment Administrator to support the Investment Managers team within our Edinburgh office. The role involves a wide range of administrative responsibilities and requires someone who is organised, professional, and confident working in a fast‑paced environment.
Core Responsibilities- Respond promptly and professionally to queries from Investment Managers, private clients, and both internal and external financial advisers via telephone and email.
- Support the full lifecycle of client accounts – from opening new accounts, assisting with ongoing administration, to closing accounts – ensuring all processes remain fully compliant.
- Assist with general team administration, including:
- Answering inbound calls
- Preparing PowerPoint presentations
- Drafting suitability letters and maintaining suitability affirmations
- Inputting BAC and CHAPS payments
Investment Administrator in Edinburgh employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, renowned for its commitment to employee development and a supportive work culture. Located in the vibrant city of Edinburgh, our hybrid working model allows for flexibility while fostering collaboration within our dedicated team. We offer competitive benefits and opportunities for growth, making us an ideal choice for those seeking a meaningful career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Quilter Cheviot. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Administrator in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Quilter Cheviot.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Quilter Cheviot's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Quilter Cheviot
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Quilter Cheviot.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Quilter Cheviot will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Quilter Cheviot employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
