At a Glance
- Tasks: Support clients and Investment Managers with admin tasks in a dynamic investment environment.
- Company: Join Redmayne Bentley, a leading independent investment management firm with a rich history.
- Benefits: Enjoy a competitive salary, hybrid working, and generous perks like private medical insurance.
- Other info: Opportunities for professional growth and internal promotions await ambitious candidates.
- Why this job: Be part of a collaborative team and make a real impact in client investment experiences.
- Qualifications: Previous admin experience in financial services and a keen eye for detail are essential.
The predicted salary is between 30000 - 40000 € per year.
Hours per Week: 40
Work Pattern: 8.00am – 5.00pm
Location: London
Contract: Permanent
Hybrid Working: Available after 2 months
It’s an exciting time to join Redmayne Bentley. After recently celebrating our 150th year in business, we are entering the next stage of our firm‑wide strategy — building on our strong heritage while continuing to evolve, improve and invest in the future. Our award‑winning Investment Management team is central to delivering this strategy. To support this, we are looking for a new colleague to join the team as an Investment Administrator.
Investment Administrators are one of the first points of contact for dealing with queries from our clients as well as providing timely and valuable admin support to our Investment Managers and Executives. The most common queries and tasks you would be dealing with are:
- Supporting the onboarding of new clients.
- Producing documentation for Investment Managers to provide to their clients – such as Review Packs and Investment Proposals.
- Providing clients and/or their agents with information and reports about their portfolios.
- Administering requests from solicitors for Confirmation valuations and documentation required for subsequent share sales.
- Processing the movement of funds between accounts.
This is a client-facing role, with client queries coming in via phone, post, and email so you will need to be a confident communicator, who can handle these queries clearly and sensitively. We work in a regulated industry, so you will need a high attention to detail to ensure that our records are kept up to date and avoid any possible regulatory breaches. This role provides essential support to the office, including daily tasks such as handling post and incoming client queries. This role would suit someone who enjoys working within a small office team, where everyone mucks in to give clients the best experience possible.
Further specific details about the role can be found in the job description attached to this advert.
What We Are Looking For
Qualifications, Experience & Knowledge
- Previous successful administrative experience, ideally within investments, wealth management or financial services.
- At least 6 months’ work experience within UK Financial Services (including student placements/internships).
- Awareness of FCA regulations, including how to support vulnerable clients.
Skills & Behaviours
- Adaptable and Resourceful – can apply sound judgement and initiative to solve problems and react to changing circumstances.
- Client Focused – consistently keeping client outcomes at the heart of decision making.
- Collaborative Team Player – enjoys being an active part of a supportive environment and encouraging collective success.
- Confident IT and System User – able to quickly learn and use Microsoft Office and bespoke systems.
- Detail-Oriented - ensures processes are followed correctly and work is completed to a high standard of accuracy.
- Keen to Learn – seeks out and enjoys opportunities to learn new skills and take on new responsibilities.
- Professional Communication Skills - able to welcome and build rapport with clients and visitors in a positive and professional manner.
- Organised - able to prioritise effectively and meet required deadlines.
- Self-Motivated - Confident working independently and managing their workload effectively.
What does the future look like?
For an ambitious candidate, there is ample room for you and this role to develop over time with us. Once you are settled into the role, you will find opportunities to take on more responsibility within the team and develop your skills and experience further through CPD, project work and/or other development opportunities. Redmayne Bentley provides full support for colleagues to pursue further professional qualifications and certifications, if that is something they wish to do. We also have a proud track record of offering regular internal promotion and secondment opportunities for our colleagues.
Who we are
At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth. It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities. As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector. Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework. Our future looks more exciting than ever, come and share it with us.
Our Values
- Excellence
- Respect
- Responsibility
- Teamwork
- Integrity
Our Benefits
We are always continuing to improve our employee benefits to support our employees’ lifestyles, provide more flexibility and to reward and recognise excellence.
- Pension Scheme
- Private Medical Insurance
- Employee Assistance Programme
- Travel Loans and Cycle to Work
- Reward and Recognition Schemes
- Hybrid Working
- Group Life Assurance
- Generous Family Leave Entitlements
Are you interested in this role? Yes? That’s great! Find out more about our application process below and what to expect after applying.
Applying is easy! All you need to do is enter your email address and click the ‘Apply Now’ button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV. We review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next steps. In the meantime, find out more about us and our teams using the headers at the top or following us on social media. If you are successful in being shortlisted, we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role.
Investment Administrator in London employer: Redmayne Bentley
Redmayne Bentley is an exceptional employer, offering a vibrant and inclusive work culture in the heart of London. With a strong commitment to employee growth, we provide ample opportunities for professional development, including support for further qualifications and internal promotions. Our generous benefits package, including private medical insurance and a robust wellbeing framework, ensures that our team members are valued and supported as they contribute to our legacy of excellence in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator in London
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Redmayne Bentley. Understand their values and recent achievements. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role is client-facing, it’s crucial to demonstrate your ability to communicate clearly and professionally. Try role-playing common scenarios with a friend or family member to build your confidence.
✨Tip Number 3
Show off your attention to detail! During the interview, share examples of how you've successfully managed tasks that required precision. This will highlight your suitability for a role that demands accuracy and compliance with regulations.
✨Tip Number 4
Don’t forget to ask questions! At the end of your interview, have a few thoughtful questions ready about the team dynamics or growth opportunities. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
We think you need these skills to ace Investment Administrator in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Administrator role. Highlight any relevant experience in financial services and showcase your administrative skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our values. Remember, we love a good story, so make it personal!
Showcase Your Communication Skills:Since this role involves client interaction, it's crucial to demonstrate your communication skills in your application. Be clear and concise, and don’t hesitate to show off your friendly tone – we’re all about building rapport!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s quick and easy! Plus, it shows us you’re keen on joining our team at Redmayne Bentley.
How to prepare for a job interview at Redmayne Bentley
✨Know Your Stuff
Before the interview, make sure you understand the basics of investment administration and the specific tasks mentioned in the job description. Brush up on your knowledge of FCA regulations and how they impact client interactions. This will show that you're not just interested in the role but also prepared to handle the responsibilities.
✨Practice Your Communication Skills
Since this is a client-facing role, practice articulating your thoughts clearly and confidently. You might want to role-play common client scenarios with a friend or family member. This will help you feel more at ease when discussing how you would handle client queries during the interview.
✨Show Your Attention to Detail
Bring examples of how you've demonstrated attention to detail in previous roles. Whether it’s through managing documentation or ensuring accuracy in reports, be ready to discuss specific instances where your meticulous nature made a difference. This aligns perfectly with what they’re looking for in an Investment Administrator.
✨Emphasise Teamwork and Adaptability
Highlight your experience working in collaborative environments and how you’ve adapted to changing circumstances in the past. Share stories that showcase your ability to work well within a team and support your colleagues, as this is crucial for the role at Redmayne Bentley.
