Quilter Cheviot has a heritage that dates back to 1771. As one of the UK’s largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. Quilter Cheviot is focused on helping their clients invest for a lifetime of opportunities and challenges.
Quilter Cheviot is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £114.9 billion of investments on behalf of over 900,000 customers (as at March 2019). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges.
We are looking to recruit an individual with passion for the industry into our growing team. This role would be assisting 3 investment managers.
This work will largely involve assisting in the management of client portfolios. Working with investment managers, the individual will be tasked with preparing client review presentations, taking an active part in team investment discussions and once qualified, rebalancing portfolios. The individual should be comfortable taking control of various projects, maintaining a keen attention to detail throughout all tasks.
We are happy to provide full training for the role, as well as offering access to formal industry qualifications and we work collaboratively to achieve the team’s goal. Once qualified, the individual will have full support should they want to progress the role towards becoming an Investment Manager.
About the role
As a Trainee Investment Manager you’ll be part of a team, aiding the client experience, with your roles including but not limited to:
- Producing investment proposal documents
- Preparing client review presentations and data
- Taking an active part in team investment discussions
- Once qualified to a sufficient degree, rebalancing client portfolios
- Processing payments and using your discretion as to where to raise cash or invest new funds
- Monitoring team investment models
- Distributing valuations, tax packs and periodic commentary
You’ll 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.
As your role is central within the team you’ll also be assisting in the general administration, these duties are varied daily but usually consists of answering the phones, preparing PowerPoint presentations, preparing suitability letters and maintenance of suitability affirmations. You will be required to facilitate the smooth opening of new accounts and assist Investment Managers preparing for client meetings.
Core competencies: We use the Microsoft Office suite on a daily basis so a good understanding of Excel, Word, PowerPoint and Outlook is necessary. The individual should be comfortable using Excel functions such as VLOOKUP, IF and SUMIF (for example) and be willing to learn more in order to streamline their role. An understanding of Macros and Pivot tables would be beneficial.
About you
Applications from people with diverse backgrounds enables our inclusive organisation to thrive.
To be successful in this role you’ll be an independent worker and thinker. You will be ambitious and motivated to work within an entrepreneurial, proactive team.
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.
Ideally you already have a Financial Qualification such as the IAD and are working towards the CISI Wealth Management Qualification (or equivalent).
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.
