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- Tasks: Provide admin support to Investment Managers and engage with clients professionally.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: Enjoy 26 days holiday, a pension scheme, and flexible benefits tailored to you.
- Why this job: Be part of a dynamic team making a real impact in the financial services industry.
- Qualifications: Experience in investment administration and strong communication skills are preferred.
- Other info: Embrace a culture of diversity, integrity, and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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.
Responsibilities
- 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.
- 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.
Qualifications
- 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.
About Quilter Cheviot
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.
Culture and benefits
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.
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Investment Administrator About the Business About the Role About You employer: Quilter plc
Contact Detail:
Quilter plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator About the Business About the Role About You
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, whether it's through LinkedIn or industry events. We all know that sometimes it's not just what you know, but who you know that can help you land that Investment Administrator role.
✨Tip Number 2
Prepare for those interviews by practising common questions related to investment administration. We suggest you role-play with a friend or even in front of the mirror. The more comfortable you are, the better you'll communicate your skills and experience!
✨Tip Number 3
Show off your personality! When you're engaging with potential employers, let your passion for financial services shine through. We want to see how you can build strong relationships with clients and colleagues alike.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Investment Administrator About the Business About the Role About You
Some tips for your application 🫡
Show Off Your Communication Skills: Since the role involves a lot of written communication, make sure your application reflects your ability to draft clear and professional emails and letters. Use concise language and check for any typos – we want to see that you can communicate effectively!
Tailor Your Application: Take a moment to customise your CV and cover letter for this specific role. Highlight any relevant experience in investment administration or financial services, and don’t forget to mention your familiarity with tools like Microsoft Office. We love seeing how your background aligns with what we’re looking for!
Be Personable: We value strong relationships with clients and colleagues, so let your personality shine through in your application. Share examples of how you've built rapport in previous roles, and show us that you can bring a friendly and professional approach to our team.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Quilter plc
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and investment terminology. Familiarise yourself with the Figaro system if you can, as it could give you an edge. Being able to speak confidently about these topics will show that you're serious about the role.
✨Practice Your Communication Skills
Since the role involves a lot of client interaction, practice your verbal and written communication skills. Try drafting emails or having mock phone conversations with friends. This will help you feel more at ease during the interview and demonstrate your ability to engage professionally.
✨Showcase Your Attention to Detail
Prepare examples from your past experiences where your attention to detail made a difference. Whether it was catching an error in a report or ensuring all client information was accurate, these anecdotes will highlight your suitability for the administrative tasks required in the role.
✨Emphasise Teamwork and Relationship Building
Be ready to discuss how you've successfully worked in teams before and built strong relationships with clients or colleagues. This role is all about collaboration, so sharing specific examples will show that you understand the importance of working together and maintaining client rapport.
