At a Glance
- Tasks: Assist Investment Managers with account administration and client communication.
- Company: Join Quilter, a leading wealth management firm with over 250 years of experience.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday allowance.
- Other info: Full training provided with excellent career progression opportunities.
- Why this job: Be part of a dynamic team shaping the future of wealth management.
- Qualifications: Strong admin skills and a passion for financial services are essential.
The predicted salary is between 30000 - 40000 £ 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.
About the Role
- Level: 2
- Department: Investment Management
- Location: Liverpool
- 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 working with two existing and highly experienced administrators in assisting six Investment Managers. 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.
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 merges and producing presentations.
- A willingness to learn, and take on responsibility is essential to ensure your team is supported.
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.
Investment Administrator - Quilter in Liverpool employer: Quilter
Quilter Cheviot is an exceptional employer, offering a collaborative and supportive work culture that prioritises employee growth and development. With comprehensive training for the Investment Administrator role and a commitment to inclusivity, employees can thrive in a dynamic environment while enjoying generous benefits such as a non-contributory pension scheme, private medical insurance, and a competitive holiday allowance. Located in Liverpool, this position provides a unique opportunity to be part of a leading wealth management firm with a rich history and a focus on innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator - Quilter in Liverpool
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those at Quilter. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial services. Be ready to discuss how your skills align with the role of an Investment Administrator. Show them you're not just a fit on paper!
✨Tip Number 3
Practice your communication skills! Whether it's writing emails or chatting on the phone, being personable and clear is key. Remember, you'll be building 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, it shows you're serious about joining the Quilter team!
We think you need these skills to ace Investment Administrator - Quilter in Liverpool
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 experience in administration and any knowledge of financial services, as this will show us you're a great fit for the team.
Show Off Your Skills:We want to see your strong administration skills shine through! Mention your proficiency with Microsoft Office, especially if you've got experience with mail merges and presentations. This is key for the tasks you'll be handling.
Be Personable:Since you'll be working closely with clients and stakeholders, let your friendly personality come through in your application. We value a pleasant manner, so don’t hesitate to showcase your communication skills and ability to build relationships.
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this exciting opportunity!
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's services. Familiarise yourself with their history, values, and recent news. This will not only show your genuine interest but also help you answer questions more confidently.
✨Showcase Your Skills
Highlight your administration skills and any relevant experience you have in financial services. Be ready to discuss specific examples where you've demonstrated attention to detail, prioritisation, and effective communication. This is your chance to show how you can support the team and contribute to their goals.
✨Practice Makes Perfect
Rehearse common interview questions related to the role, such as how you handle multiple tasks or manage deadlines. Practising your responses will help you articulate your thoughts clearly during the interview. Consider doing a mock interview with a friend to get comfortable.
✨Be Personable
Since this role involves building relationships with clients and stakeholders, it's important to come across as friendly and approachable. Smile, maintain eye contact, and engage with your interviewer. Show them that you can connect well with a variety of people, which is key for this position.
