Current jobs related to Investment Administrator - Birmingham - Quilter

  • Investment Administrator

    1 month ago

    Birmingham, United Kingdom CV-Library Full time

    Investment Administrator Location: Birmingham, UK Position Type: Full-time Salary: £22,000 - £28,000 Gleeson Recruitment Group are currently recruiting for a Investment Administrator for a leading Investment Management Firm based in Birmingham, offering comprehensive wealth management services to a range of clients. We are seeking a...

  • Investment Administrator

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Gleeson Recruitment Group Full time

    Investment Administrator Job DescriptionGleeson Recruitment Group is seeking a detail-oriented Investment Administrator to support Investment Managers with client administration, transaction processing, and portfolio management.Key Responsibilities:Process and maintain accurate client records.Handle client queries and prepare reports/valuations.Administer...

  • Investment Administrator

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Gleeson Recruitment Group Full time

    Investment Administrator Job DescriptionGleeson Recruitment Group is seeking a detail-oriented Investment Administrator to support Investment Managers with client administration, transaction processing, and portfolio management.Key Responsibilities:Process and maintain accurate client records.Handle client queries and prepare reports/valuations.Administer...

  • Investment Administrator

    5 months ago

    Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    Investment Administrator 12 month Fixed Term Contract £25,000 to £28,000 Birmingham City Centre Ref: JC/BCR/11077 Bell Cornwall Recruitment has been instructed on an exciting opportunity for an experienced Investment Administrator eager to work for one of Birmingham’s leading Investment Management and Financial Planning companies in the heart of the...

  • Investment Administrator

    5 months ago

    Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a busy wider team and will cover all administration requirements for investment management...

  • Investment Administrator

    5 months ago

    Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says We have an exciting opportunity for an Investment Administrator to join one of our largest teams in the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a very busy wider team, and will cover all administration requirements for...

  • Pensions & Investments Administrator

    5 months ago

    Birmingham, United Kingdom NJR Recruitment Full time

    **PENSIONS & INVESTMENTS ADMINISTRATOR (IFA Firm)** **BIRMINGHAM** **£25,000 - £30,000** **Responsibilities**: - Processing new Business, Client Illustrations and Valuations - Maintain customer/policy records through the customer management system and associated it solutions - Dealing with client inquiries in a swift and timely manner, liaising with...

  • Administrative Assistant

    2 weeks ago

    Birmingham, United Kingdom Lancaster Associates Limited Full time

    Lancaster Associates Limited is seeking a highly skilled and ambitious individual to join their Investment Banking division as a Junior Administrative Professional. The successful candidate will possess excellent inter-personal skills, a strong academic record, and a keen eye for detail.The ideal candidate will have approximately 6 months to 2 years of...

  • Client Administrator

    5 months ago

    Birmingham, United Kingdom Idex Full time

    A fantastic opportunity has arisen for an experienced Client Administrator to join a top tier investment management and financial planning practice. The primary duties for this role includes providing support for an Investment Manager Partner ensuring excellent client service is met. This role offers flexibility to work from home and from offices in central...

  • Administrative Assistant

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Lancaster Associates Limited Full time

    We are seeking a highly skilled and ambitious individual to join our Investment Banking division as a Junior Support Officer. As a key member of our team, you will provide administrative support to our investment bankers, ensuring the smooth operation of our business.Key responsibilities will include:Providing exceptional administrative support to our...

  • Junior Team Assistant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Investment Banking Full time

    Role OverviewWe are seeking a highly motivated and organized Junior Team Assistant to join our Investment Management Division in Central Birmingham. As a key member of our team, you will be responsible for providing administrative support to our investment teams.Key ResponsibilitiesManage expenses and maintain accurate recordsAnswer telephone calls and...

  • Junior Team Assistant

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Investment Banking Full time

    Role OverviewWe are seeking a highly motivated and organized Junior Team Assistant to join our Investment Management Division in Central Birmingham. As a key member of our team, you will be responsible for providing administrative support to our investment teams.Key ResponsibilitiesManage expenses and maintain accurate recordsAnswer telephone calls and...

  • Investment Administration Specialist

    2 months ago

    Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    About the Role:Margetts Fund Management Ltd is seeking a diligent and conscientious Dealing Administrator to work in a professional office environment. The successful candidate will be responsible for delivering high-quality work against tight timescales.Key Responsibilities:Process and authorize investor instructions to buy, sell, and transfer shares in the...

  • Investment Administration Specialist

    2 months ago

    Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    About the Role:Margetts Fund Management Ltd is seeking a diligent and conscientious Dealing Administrator to work in a professional office environment. The successful candidate will be responsible for delivering high-quality work against tight timescales.Key Responsibilities:Process and authorize investor instructions to buy, sell, and transfer shares in the...

  • Chief Investment Officer Support

    1 month ago

    Birmingham, Birmingham, United Kingdom Platform Housing Group Full time

    Executive Assistant to the Chief Investment OfficerWe are seeking a highly skilled and experienced Executive Assistant to provide confidential, high-level administrative support to our Chief Investment Officer.Key Responsibilities:Provide administrative support to the Chief Investment Officer, including diary management, travel arrangements, and...

  • Chief Investment Officer Support

    1 month ago

    Birmingham, Birmingham, United Kingdom Platform Housing Group Full time

    Executive Assistant to the Chief Investment OfficerWe are seeking a highly skilled and experienced Executive Assistant to provide confidential, high-level administrative support to our Chief Investment Officer.Key Responsibilities:Provide administrative support to the Chief Investment Officer, including diary management, travel arrangements, and...

  • Investment Consultant Graduate

    3 weeks ago

    Birmingham, Birmingham, United Kingdom TargetJobs UK Full time

    Join Our Thriving Investment Consulting TeamXPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. We are seeking a talented graduate to become part of our rapidly expanding Investment Consulting team.About the RoleAs a Graduate Investment Consultant, you will be based in our vibrant Manchester...

  • Investment Consultant Graduate

    3 weeks ago

    Birmingham, Birmingham, United Kingdom TargetJobs UK Full time

    Join Our Thriving Investment Consulting TeamXPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. We are seeking a talented graduate to become part of our rapidly expanding Investment Consulting team.About the RoleAs a Graduate Investment Consultant, you will be based in our vibrant Manchester...

  • Investment Consultant Graduate

    2 weeks ago

    Birmingham, Birmingham, United Kingdom TargetJobs UK Full time

    Join a leading UK consulting and administration business specialising in the pensions and insurance sectors. Our Investment Consulting team is growing rapidly, and we're looking for talented graduates to become part of our thriving team. As a Graduate Assistant Investment Consultant, you'll be based in our vibrant Manchester office, where you'll enjoy a...

  • Investment Consultant Graduate

    2 weeks ago

    Birmingham, Birmingham, United Kingdom TargetJobs UK Full time

    XPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. We're inviting talented graduates to join our thriving Investment Consulting team in Manchester, where we offer a blend of office-based and hybrid work arrangements.Key benefits include:25 days holiday plus ability to buy or sell holidayAs a...

Investment Administrator

2 months ago

Birmingham, United Kingdom Quilter Full time
What the Hiring Manager Says

Summary
We have an exciting opportunity for an Investment Administrator to join a team within the Quilter Cheviot Birmingham office. The role will be supporting 3 successful Investment Managers within a busy team and will cover all administration requirements for investment management services and investment advice to a range of private and professional clients, and IFAs. This is an opportunity to join a friendly and ambitious team, committed to creating an inclusive culture which embraces diversity.

Based on experience, the chosen candidate will initially be a source of support and assistance to the team. Concurrently, we will support and mentor them as they receive training for any relevant qualifications they wish to undertake.

This will be a two-stage interview process, an in-person interview with me, and Kirstie Rees initially moving to a second interview with members of the extended team.

About the Role

Level: 2

Location: Birmingham

Department: Investment Management

Contract: Permanent

About the role

The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients.
  • To assist one or more Investment Managers in effective and efficient team support and client administration
  • To assist with the administration of regular suitability checks for all clients by preparing fact find forms, suitability letters etc.
  • To provide clients and/or their agents with information and reports about their portfolio.
  • To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information and data on the CRM system is maintained.
  • Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages.
  • Ensuring new accounts and amendments to existing client accounts are opened in a timely and accurate manner
  • General client administration:
    • e.g. client payments/ administration of deceased account, process and delegate client correspondence/ process ISA subscriptions/ internal and external post/ room booking for meetings
  • Undertake mail merges.
  • Update databases with revised client details
  • Prepare and submit expenses claims, CPD logs etc.in a timely manner for IMs
  • Have a working knowledge of Excel, Word and other Microsoft Office products
  • To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base.
  • To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.
About You
  • Ideally you will have previous administrational experience in a similar role in wealth or investment management. However other regulated companies will also be considered, in Financial services, legal, insurance etc
  • Good Microsoft Office skills (Word, Excel, PowerPoint, and Outlook)
  • An open and inquisitive mind, willing to learn, debate ideas and contribute.
  • Has the potential, if not the current skills, to make the most of this exciting opportunity.
  • Good operational knowledge of interdepartmental processes.
  • The ideal candidate is a team player, with the ability to prioritise workloads, and has a high attention to detail
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.

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.

#LI-VS1 #QC #QuilterCheviot

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.