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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.