Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist Investment Managers with account administration and client communication.
- Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of experience.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Be part of a dynamic team shaping the future of wealth management.
- Qualifications: Strong admin skills and a keen interest in financial services are essential.
- Other info: Full training provided with excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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
Level: 2
Location: Liverpool
Department: Investment Management
Contract: Permanent
We are looking to recruit an individual with passion for the industry to join a well-established team. This role requires a multi-tasker with excellent prioritising skills as it will be assisting three Investment Managers and a trainee IM.
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 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.
- As your role is central within the team, you will be assisting in general administration tasks. These duties are varied daily, but 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, which necessitates close relationship building with our stakeholders whether that be internally or externally. You will therefore need to have a pleasant and personable manner, able to get on with a variety of clients and have a keen eye for detail.
- 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.
Consumer Duty
- To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within the role and responsibilities.
About You
- Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management, however this is not essential
- Strong administration skills are a must.
- To be successful in this role you will be an independent worker and thinker.
- 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.
- A good level of communication skills is required.
- A high level of Microsoft Office, especially practical experience with mail mergers and producing presentations
- A willingness to learn, and take on responsibility is essential to ensure your team is supported
Inclusion & Diversity
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.
Values
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.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
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.
#J-18808-Ljbffr
Investment Administrator employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those at Quilter Cheviot. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial services. Show us you’re not just passionate but also informed about the industry. We love candidates who can engage in meaningful conversations about investment management!
✨Tip Number 3
Practice your communication skills! Whether it’s writing emails or chatting on the phone, being clear and personable is key. We want to see that you can build 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
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Administrator role. Highlight your relevant skills and experiences that align with what we’re looking for, like strong administration skills and attention to detail.
Show Your Passion: Let us know why you’re excited about the investment management industry! Share any relevant experiences or interests that demonstrate your enthusiasm for financial services and how you can contribute to our team.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate a well-structured application that makes it easy for us to see your qualifications and fit for the role.
Apply Through Our Website: Don’t forget to submit your application 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 to do!
How to prepare for a job interview at Quilter
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of investment management and Quilter Cheviot specifically. Understand their services, values, and recent news. This will not only show your interest but also help you answer questions more confidently.
✨Showcase Your Skills
Highlight your strong administration skills and any relevant experience you have. Be ready to discuss how you've managed multiple tasks in previous roles, as this position requires excellent prioritising abilities. Use specific examples to illustrate your points.
✨Practice Communication
Since you'll be interacting with clients and colleagues, practice your communication skills. Prepare for common interview questions about how you would handle client interactions or resolve issues. A pleasant and personable manner is key, so let that shine through.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company culture aligns with your values.