Investment Administrator

1 month ago

Glasgow, United Kingdom Quilter Full time
About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).

About the Role

Level: 2

Department: Investment Management

Location: Glasgow

Contract type: Permanent

Unregulated
  • We are looking to recruit a hardworking, diligent individual with an active interest in the industry and a desire to provide our clients with a high level of personal service.
  • This role will involve assisting three Investment Managers and working alongside a very experience administrator who has been with Quilter Cheviot for several years.
  • This is a key administrative position and the successful applicant with play an integral role in supporting a busy team in the management and development of their growing client base.
  • The individual will report to the senior Investment Manager in the team.
  • We will provide full training for the role; our existing Investment Adviser and wider admin team with in the office will provide support.
Responsibilities include:
  • You will be responsible for responding to administrative client and financial adviser queries by phone, letter or email. You will need to be able to draft general correspondence using templates and ensure all worked is saved correctly on behalf of the team, in a compliant manner.
  • You will be organising bank payments, issuing valuations and tax reports, and providing application paperwork.
  • You will need to assist the investment managers with ongoing portfolio management; identifying debit positions and forthcoming standing orders; making client and third-party payments; monitoring of incoming and outgoing in-specie or cash transfers, whilst keeping both the clients, financial advisers and the team appraised of progress.
  • You will be pivotal in assisting the team with the quarterly reporting process and be able to maintain comprehensive databases with up-to-date client details.
  • For new clients, you will be responsible for printing/binding pitch presentations, opening new accounts and adding new client and financial adviser details to our database. You will need to ensure accounts are opened correctly and in a timely manner and feel confident liaising with middle and back office departments.
  • For existing clients, you will assist in the preparation of ongoing Suitability Documentation.
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.

About You
  • You will be working very closely with our clients and their trusted advisers to provide the best service with information regarding their portfolio, which necessitates close relationship building with all stakeholders whether that be internally or externally. You will therefore need to have a good communication and interpersonal skill set. You will need to be able to build a rapport with professional intermediaries and be able to adapt your style to suit the variety of stakeholders we look after.
  • You will be able to act on you own initiative and work independently.
  • You will have solid organisational skills to manage your workload and meet deadlines. You will also understand the importance of precision and accuracy .
  • Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management.
  • You have an interest in financial services or have a good understanding of our services where you can utilise your knowledge and experience within investment management.
  • If you have an Administrative Financial Qualification, experience within financial services is beneficial.
#LI-VS1 #QC

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

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.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

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

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