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We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting 3 investment managers and two senior investment administrator.

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.

The individual will report to the Team’s Head and the investment managers and investment assistants. We will provide full training for the role, we work collaboratively to achieve the teams goal and you will progress as quickly as you learn the varied tasks.

About the role

As your role is central within the team, you will be assisting in general administration roles. These duties are varied daily, but usually consist of answering the phones, preparing PowerPoint presentations, preparing suitability letters and maintenance of suitability affirmations, and assisting in the production of investment proposals. You will be required to assist in the distribution of valuations and tax packs for the team’s client base.

You will also be required to facilitate the smooth opening of new accounts, arrange payments to our clients and advisers, and assist Investment Managers are well prepared for client meetings.

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.

You should be comfortable writing and responding to emails and letters as well as talking to clients on the phone.

About you

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

  • Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management, however this is not essential
  • We will also consider candidates considering a career as a Trainee Investment Manager and keen to start their career in the industry
  • 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

Consumer duty

To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.

Core benefits

  • Holiday: 26 days 
  • Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
  • Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
  • Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
  • Life Assurance: 4x your salary, cover can be increased at your own cost
  • Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.