Investment Administrator - Apprenticeship in Liverpool

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.

This opportunity is designed to provide you with experience as an investment administrator, but also give you an understanding of the Investment Management industry by completing an 18-month qualification. 20% of your weekly hours will be dedicated towards completing the qualification - level 4 Investment Operations Specialist Apprenticeship. Your remaining hours will be spent working alongside two existing Administrators and supporting a team of three Investment Managers to gain hands-on experience.

This work will cover all aspects of administration of the accounts, from opening, working with investment managers during the account’s life, and closing accounts, while ensuring this is performed in a compliant manner. Attention to detail and delivering on deadlines are essential.

The individual will report to the Team’s Head whilst working closely with the investment managers and the rest of the team/office. We will provide full training for the role, we work collaboratively to achieve the teams’ goals, and you will progress in the career path when you are comfortable with the varied tasks.

• You should be comfortable writing and responding to emails and letters as well as talking to clients on the phone.
• You will be assisting in general administration tasks, which usually consist of answering the phones, preparing suitability letters and maintenance of suitability affirmations, and assisting in the production of investment proposals and PowerPoint presentations.
• You will also be required to assist in the distribution of ongoing client reporting.
• You will be required to facilitate the smooth opening of new accounts, arrange payments to our clients and advisers, and ensure Investment Managers are well prepared for client meetings.
• You will be working very closely with our clients and their agents (IFAs, solicitors and accountants) to provide the best service with information and reports regarding their portfolio, necessitating close relationship building with our stakeholders.
• You are required to help with general team admin tasks like meeting minutes, CPD (continuous professional development) record keeping for regulated members of the team and booking events, meeting rooms and restaurants for clients’ meetings.

This role will be an Information Giver role under MiFID II regulations.

To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within the role and responsibilities.

We are looking for individuals who are eager to learn about investment management, regardless of their previous qualifications, and we are open to candidates with or without a degree. As part of this role, we will support you in obtaining the level 4 Investment Operations Specialist qualification.

In addition, we also ask that:

• 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.
• You have excellent analytical skills, a keen attention to detail, and a curious mind.
• You have excellent written and verbal communication skills.
• You are a team player, with the ability to work effectively with colleagues across different departments.
• You have clear and concise communication skills to liaise effectively with various stakeholders and clients.
• You are proactive, with a can-do attitude and eager to take on new challenges.
• You have a strong work ethic and want to grow your career in investment management.
• You are proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook etc.).

We are unable to provide sponsorship for this role and can only consider candidates who have the right to work in the UK.

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 create brighter financial futures for every generation 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.

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.