Investment Administrator - 12 month FTC in Birmingham

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.

The Investment Administrator role is required to assist 2 Investment Managers in providing investment management services to a range of significant private clients with effective and efficient team support and client administration.

• To assist with the administration of regular suitability checks for all clients by preparing fact find forms, suitability letters, diarising meetings, review calls etc.
• To provide clients and/or their agents with information and reports about their portfolio.
• To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information and data on the CRM system is maintained.
• Ensuring new accounts and amendments to existing client accounts are opened in a timely and accurate manner.
• General client administration:
• Client payments/ administration of deceased account, process and delegate client correspondence/ process ISA subscriptions/ internal and external post/ room booking for meetings inc. welcoming and setting up boardrooms.
• Undertake mail merges when required e.g. for marketing/ events/ Christmas cards etc.
• Preparing reports, correspondence and other relevant documentation including Investment Proposals for client meetings.
• Update databases with revised client details.
• Prepare and submit expenses claims, CPD logs etc. in a timely manner for IMs.
• Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages.
• To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base.
• To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.

To succeed in this role, you need to be willing to work for and with the team whilst also building up your skills and knowledge with the option for you to undertake professional qualifications. Good Microsoft Office skills (Word, Excel, Outlook). An open and inquisitive mind, willing to learn, debate ideas and contribute. Has the potential, if not the current skills, to make the most of this exciting opportunity. Good operational knowledge of interdepartmental processes. The ideal candidate is a team player, with the ability to prioritise workloads, and has a high attention to detail.

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.
• 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.

We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs.

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability.