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- Tasks: Support senior Investment Managers with administrative tasks and client queries.
- 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 your needs.
- Why this job: Gain valuable experience in investment management while working in a supportive and inclusive team environment.
- Qualifications: Previous administration experience is essential; financial services knowledge is a plus.
- Other info: Full training provided; perfect for those eager to learn and grow in finance.
Fixed Term Contract Duration - 2 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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
About the Role
- Level: 2
- Location: Leicester
- Department: Investment Management
- Contract: Fixed term Contract 3 months
We are looking to recruit a hardworking, diligent individual with an active interest in the industry and a desire to provide our clients with a high level of personal service. This role will be assisting two senior Investment Managers, and a Trainee Investment Manager, whilst working within a wider team of 13 colleagues. This is a key administrative position and the successful applicant will play an integral role in supporting a busy team in the management and development of their growing client base. The individual will report to the two senior Investment Managers and the Team's Head of office.
We will provide full training for the role; our Investment Adviser and Trainee Investment Manager will be on hand to guide you through this. You will be responsible for responding to administrative client queries by phone, letter or email. You will need to be able to draft general correspondence using templates and ensure all work is saved correctly on behalf of the team, in a compliant manner. You will be issuing valuations and tax reports and providing application paperwork when requested. You will be working very closely with our clients and their agents 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.
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.
- But you must have previous administration or secretarial experience.
- To be successful in this role you'll 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.
- If you have a Financial Qualification such as QFA, experience within financial services is beneficial.
#LI-VS1 #QC 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.
- 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.
Investment Administrator - Quilter employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator - Quilter
✨Tip Number 1
Familiarise yourself with Quilter Cheviot's services and values. Understanding their approach to wealth management and client service will help you align your responses during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Quilter Cheviot on platforms like LinkedIn. Engaging with them can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Brush up on your financial services knowledge, especially regarding investment management. Being able to discuss current trends or recent news in the industry can set you apart as a candidate who is not only interested but also informed.
✨Tip Number 4
Prepare for potential scenario-based questions that may arise during the interview. Think about how you would handle administrative challenges or client interactions, as this role requires strong problem-solving and communication skills.
We think you need these skills to ace Investment Administrator - Quilter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration or secretarial roles, especially if you have any background in investment management. Emphasise skills that align with the job description, such as communication and relationship-building.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interest in the financial services industry and your desire to provide excellent client service. Mention specific examples of how your previous experiences have prepared you for this role.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the Investment Administrator role, such as attention to detail, organisational abilities, and proficiency in drafting correspondence. If you have any financial qualifications, be sure to mention them.
Show Enthusiasm for the Company: Demonstrate your knowledge about Quilter Cheviot and its values in your application. Express why you want to work for them specifically and how you can contribute to their mission of providing high-quality service to clients.
How to prepare for a job interview at Quilter
✨Research Quilter Cheviot
Before your interview, take some time to learn about Quilter Cheviot's history, values, and services. Understanding their approach to wealth management and client service will help you align your answers with their expectations.
✨Showcase Your Communication Skills
As an Investment Administrator, you'll need strong communication skills. Be prepared to demonstrate how you've effectively communicated with clients or colleagues in the past, whether through phone calls, emails, or written correspondence.
✨Highlight Relevant Experience
Even if you don't have direct experience as an Investment Administrator, emphasise any administrative or secretarial roles you've held. Discuss how these experiences have equipped you with the skills needed for this position, such as organisation and attention to detail.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your interest in the role and the company. Ask about the team dynamics, training opportunities, or how success is measured in the position. This not only demonstrates your enthusiasm but also helps you gauge if the role is a good fit for you.
