Current jobs related to Investment Administrator - Edinburgh, Edinburgh - Quilter

  • Investment Administrator

    4 days ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000

    Private Client Investment AdministratorWe are seeking an experienced Investment Administrator to join our Private Client team in Edinburgh. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Private Client Directors.Key Responsibilities:Work closely with Private Client Directors to...

  • Investment Administrator

    4 days ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000

    Private Client Investment AdministratorWe are seeking an experienced Investment Administrator to join our Private Client team in Edinburgh. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Private Client Directors.Key Responsibilities:Work closely with Private Client Directors to...

  • Investment Administrator

    4 days ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000

    Private Client Investment AdministratorAre you a detail-oriented and organized individual with a passion for investment management? We are seeking a highly skilled Private Client Investment Administrator to join our team in Edinburgh.Key Responsibilities:Work closely with Private Client Directors to ensure seamless client meetings, including setup,...

  • Investment Administrator

    4 days ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000

    Private Client Investment AdministratorAre you a detail-oriented and organized individual with a passion for investment management? We are seeking a highly skilled Private Client Investment Administrator to join our team in Edinburgh.Key Responsibilities:Work closely with Private Client Directors to ensure seamless client meetings, including setup,...

  • Investment Origination Associate

    4 days ago

    Edinburgh, Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Investment Origination team at The Scottish National Investment Bank. As an Associate, you will play a key role in identifying, structuring, and executing successful investment opportunities in the Net Zero and energy transition sectors.Key Responsibilities:Investment...

  • Investment Origination Associate

    3 days ago

    Edinburgh, Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Investment Origination team at The Scottish National Investment Bank. As an Associate, you will play a key role in identifying, structuring, and executing successful investment opportunities in the Net Zero and energy transition sectors.Key Responsibilities:Investment...

  • Private Client Investment Administrator

    1 week ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time

    Private Client Investment AdministratorWe are seeking a highly skilled and experienced Private Client Investment Administrator to join our team in Edinburgh. As a key member of our Private Client team, you will be responsible for providing exceptional administrative support to our Private Client Directors and clients.Key Responsibilities:Assist with client...

  • Private Client Investment Administrator

    1 week ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time

    Private Client Investment AdministratorWe are seeking a highly skilled and experienced Private Client Investment Administrator to join our team in Edinburgh. As a key member of our Private Client team, you will be responsible for providing exceptional administrative support to our Private Client Directors and clients.Key Responsibilities:Assist with client...

  • Private Client Investment Administrator

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time

    Private Client Investment AdministratorThis is an exciting opportunity for a skilled Investment Management professional to join our team at Oval Recruit Ltd. in Edinburgh. As a Private Client Investment Administrator, you will be responsible for a wide range of duties, including:Collaborating with Private Client Directors on client meetings, including setup,...

  • Private Client Investment Administrator

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time

    Private Client Investment AdministratorThis is an exciting opportunity for a skilled Investment Management professional to join our team at Oval Recruit Ltd. in Edinburgh. As a Private Client Investment Administrator, you will be responsible for a wide range of duties, including:Collaborating with Private Client Directors on client meetings, including setup,...

  • Private Client Investment Administrator

    6 days ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time

    Private Client Investment AdministratorOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team in Edinburgh. As a key member of the Private Client team, you will be responsible for providing exceptional support to the Private Client Directors and clients.Key Responsibilities:Assist the Private Client Directors...

  • Private Client Investment Administrator

    6 days ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time

    Private Client Investment AdministratorOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team in Edinburgh. As a key member of the Private Client team, you will be responsible for providing exceptional support to the Private Client Directors and clients.Key Responsibilities:Assist the Private Client Directors...

  • Private Client Investment Administrator

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time

    Job SummaryOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team in Edinburgh. As a key member of the Private Client team, you will be responsible for providing exceptional administrative support to the Private Client Directors and clients.Key ResponsibilitiesAssist the Private Client Directors in preparing...

  • Private Client Investment Administrator

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time

    Job SummaryOval Recruit Ltd. is seeking a highly skilled Private Client Investment Administrator to join their team in Edinburgh. As a key member of the Private Client team, you will be responsible for providing exceptional administrative support to the Private Client Directors and clients.Key ResponsibilitiesAssist the Private Client Directors in preparing...

  • Investment Client Service Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000

    Job DescriptionJob Title: Investment Client AdministratorJob Type: Full-timeCompany: Oval Recruit Ltd.Location: EdinburghJob Category: Financial ServicesJob Description:We are seeking an experienced Investment Client Administrator to join our Private Client team in Edinburgh. As an Investment Client Administrator, you will be responsible for providing...

  • Investment Client Service Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Oval Recruit Ltd. Full time £30,000 - £32,000

    Job DescriptionJob Title: Investment Client AdministratorJob Type: Full-timeCompany: Oval Recruit Ltd.Location: EdinburghJob Category: Financial ServicesJob Description:We are seeking an experienced Investment Client Administrator to join our Private Client team in Edinburgh. As an Investment Client Administrator, you will be responsible for providing...

  • Investment Research Operations Coordinator

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job DescriptionEden Scott's client is a leading financial services company seeking a highly organized and proactive Research Operations Administrator to join their team in Edinburgh. This exciting role will provide vital administrative support to the Investment Research team, ensuring seamless operations across multiple functions.Key Responsibilities:Prepare...

  • Investment Research Operations Coordinator

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job DescriptionEden Scott's client is a leading financial services company seeking a highly organized and proactive Research Operations Administrator to join their team in Edinburgh. This exciting role will provide vital administrative support to the Investment Research team, ensuring seamless operations across multiple functions.Key Responsibilities:Prepare...

  • Investment Research Operations Coordinator

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Summary:Eden Scott is seeking a highly organized and proactive Research Operations Administrator to join their team in Edinburgh. This exciting role will provide vital administrative support to the Investment Research team, ensuring seamless operations across multiple functions.Key Responsibilities:Prepare the weekly Investment Research meeting...

  • Investment Research Operations Coordinator

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Summary:Eden Scott is seeking a highly organized and proactive Research Operations Administrator to join their team in Edinburgh. This exciting role will provide vital administrative support to the Investment Research team, ensuring seamless operations across multiple functions.Key Responsibilities:Prepare the weekly Investment Research meeting...

Investment Administrator

3 months ago

Edinburgh, Edinburgh, United Kingdom Quilter Full time
Fixed Term Contract Duration - 11 Months

What the Hiring Manager says

  • 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

Level: 1

Department:
Investment Management

Location:
Edinburgh

Contract type:
Fixed Term Contract - 12 months

Regulated/non Regulated:
non regulated- 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.

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
  • 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.
LI-VS1 #QC

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

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 that you can choose from and pay for conveniently via a salary deduction.