Investment Administrator presso Quilter

Fixed Term Contract Duration - 9 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.

About the Role

Level: 2
Department: Investment Management
Location: London (Hybrid)
Contract: Permanent

• Provide dedicated administrative support to three Investment Managers as part of a dynamic team.
• Confident in written and verbal communication, including drafting and responding to emails and letters, and engaging with clients over the phone.
• Carry out a variety of administrative tasks, such as answering calls, preparing suitability letters, maintaining suitability affirmations, and assisting in the creation of investment proposals and PowerPoint presentations. Support the distribution of ongoing client reporting.
• Onboarding of new client accounts, process payments to clients and advisers, and ensure Investment Managers are fully prepared for client meetings.
• Build and maintain strong relationships with clients, advisers and their representatives by delivering timely and accurate portfolio information and reports. This requires a personable and professional approach, attention to detail, and the ability to work effectively with both internal employees and external providers.
• Support general team administration, including booking meeting rooms for clients and adviser meetings.

About You

• Ideally you will have some experience in a similar role as an Investment Administrator within Wealth or Investment Management.
• Knowledge of Figaro system would be advantageous.
• Basic understanding of financial services and markets and the terminology would be useful.
• A good level of communication skills is required.
• Basic knowledge of Microsoft Office, Word, Excel and Powerpoint required.
• Experience within financial services is beneficial and a general interest in financial markets would be helpful.

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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.

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