At a Glance
- Tasks: Support Investment Managers with administrative tasks and client account management.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to you.
- Other info: Collaborative team culture with opportunities for growth and learning.
- Why this job: Kickstart your career in finance while working in a dynamic and supportive environment.
- Qualifications: Strong attention to detail and proficiency in Microsoft Office; investment experience is a plus.
The predicted salary is between 36000 - 60000 £ per year.
Fixed Term Contract Duration - 11 Months
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. Quilter plc is a leading wealth management business, which oversees £141.2 billion in customer investments (as at 31 December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
About The Role
Level: 3
Department: Investment Management
Location: London - 4 days in the office
Contract: 12 month FTC
We are hiring an Investment Administrator to support two Investment Managers within our London 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
- Preparing account valuations and other statements
- Helping to produce investment proposals
- Assisting regular client reporting using Outlook mail merge
- Draft and respond to client correspondence, including emails and letters.
Skills & Attributes
- Strong attention to detail and the ability to prioritise tasks effectively.
- Professional telephone manner, as you will frequently interact with high‑net‑worth clients.
- Ability to work under pressure, particularly during busy periods such as quarter‑end and tax year‑end.
- Proficiency in Microsoft Word, Excel, and PowerPoint; strong IT skills are an advantage.
- Some experience within the investment or wealth management sector is preferred.
Working arrangements & training
The role is based in our London office and typically requires 4–5 days per week onsite, particularly during initial onboarding and training. You will report to the Team Head, as well as the Investment Managers and Investment Assistants. Full training will be provided. We are a collaborative team, and your progression will reflect your ability to learn and take on varied tasks.
Additional Notes
Although you will assist Investment Managers closely, this position does not ordinarily lead to the trainee Investment Manager career track. Additional support for other Investment Managers in the team may be required on occasion.
About You
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 Word, Excel and PowerPoint, is required.
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 employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a collaborative and inclusive work culture that prioritises employee growth and development. With comprehensive training and a supportive environment in our London office, employees benefit from a generous holiday allowance, participation in the Quilter Incentive Scheme, and a non-contributory pension scheme, making it an ideal place for those seeking a rewarding career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Quilter Cheviot and understanding their values. Be ready to discuss how your skills align with their mission. Practise common interview questions and think of examples that showcase your attention to detail and ability to work under pressure.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the Investment Administrator position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. So, get your application in and let’s make it happen!
We think you need these skills to ace Investment Administrator
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Investment Administrator role. Highlight relevant experience and skills that match the job description, like your attention to detail and proficiency in Microsoft Office.
Showcase Your Communication Skills:Since you'll be interacting with high-net-worth clients, it's crucial to demonstrate your professional communication skills. Use clear and concise language in your application to reflect how you would communicate in the role.
Be Organised and Professional:The role requires someone who is organised and can handle a fast-paced environment. In your application, mention any experiences where you've successfully managed multiple tasks or projects to show you're up for the challenge.
Apply Through Our Website:We encourage you to apply directly through our website. This way, you can ensure your application reaches us quickly and you can easily keep track of your application status. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Quilter Cheviot
✨Know Your Stuff
Before the interview, make sure you understand the basics of investment management and the specific responsibilities of an Investment Administrator. Brush up on key terms and processes related to client account management, as well as any recent news about Quilter Cheviot.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritise tasks, especially during busy periods like quarter-end.
✨Practice Professional Communication
Given that you'll be interacting with high-net-worth clients, practice your telephone manner and email etiquette. Consider role-playing common scenarios with a friend to ensure you come across as confident and professional during the interview.
✨Demonstrate Your Team Spirit
Quilter Cheviot values collaboration, so be prepared to discuss how you've worked effectively in teams before. Share examples of how you’ve supported colleagues or contributed to group projects, highlighting your ability to embrace challenges and work together towards common goals.
