Investment Administrator

3 weeks 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 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.

About the Role

Level: Level 1

Department Investment Management:

Location: Birmingham

Contract type: Maternity cover - FTC

Contract Duration: 12 months

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

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?
  • Ideally you will have previous experience working as an administrator within financial services. However experience as an administrator from other regulated professional industries such as Legal and Insurance will be considered.
  • 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.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.

In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

#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.

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