Investment Administrator - 12 month FTC in Birmingham

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 £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

• The Investment Administrator role is 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 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.

About You

• 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.

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.