Quilter Cheviot, a leading wealth management firm, is recruiting an Investment Administrator in Leeds on a 12‑month FTC. The role involves opening and managing client accounts, supporting Investment Managers, preparing suitability documents, and contributing to client reporting and presentations.
You will liaise with IFAs, solicitors, and accountants, ensuring compliance and professional service. You will join a small team with one experienced administrator and one junior entrant, reporting to
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Investment Management Administration Specialist in Leeds employer: Quilter plc
Quilter plc is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance and a non-contributory pension scheme, ensures that our employees are well taken care of while they contribute to our mission of being the UK's best wealth manager.
