Investment Administrator

7 months ago


London, United Kingdom Quilter Full time

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- 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

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.

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.


  • Order Management

    3 weeks ago


    London, United Kingdom Seven Investment Management Full time

    **About The Role**: **Purpose** **Responsibilities**: Order Administration - Creation of manual orders for execution on discretionary, advisory and model rebalance orders. - Processing and monitoring of orders through to settlement agent / custodian, resolving queries as they arise. - Creation and execution of switch instructions. - Assistance in creating...

  • Order Management

    3 weeks ago


    London, United Kingdom Seven Investment Management Full time

    **About The Role**: **Purpose** **Responsibilities**: Order Administration - Creation of manual orders for execution on discretionary, advisory and model rebalance orders. - Processing and monitoring of orders through to settlement agent / custodian, resolving queries as they arise. - Creation and execution of switch instructions. - Assistance in creating...


  • London, United Kingdom Seven Investment Management Full time

    **About The Role**: **Purpose** **Responsibilities** - Execute buy & sell trade instructions for self invested clients - Organise ISA Subscriptions - Execute withdrawal instructions - Set up and maintain standing orders & monthly withdrawals - Ensuring clients’ accounts do not become overdrawn; fixing this issue if it occurs - Providing ad-hoc...


  • London, Greater London, United Kingdom MFS Investment Management Full time

    Job DescriptionWe are seeking an experienced Investment Research Associate to join our team at MFS Investment Management. This role will involve developing investment recommendations within securitized products for fixed income portfolios managed by MFS.Key Responsibilities:Conduct independent research to develop investment recommendations for fixed income...


  • London, Greater London, United Kingdom Insight Investment Full time

    Are you a detail-oriented and proactive individual looking to build a career in client service? As a Client Service Associate at Insight Investment, you will work closely with our experienced Client Service Specialists to deliver exceptional client service.Your key responsibilities will include:Responding promptly and professionally to day-to-day and ad-hoc...


  • London, United Kingdom Brayson Consulting Ltd Full time

    INVESTMENT ADMINISTRATOR FOR FINANCIAL PLANNING OFFICE – BARNET, LONDON(Please note this is not an accounting, bookkeeping or invoicing role - its an Administrator role)MUST HAVE INVESTMENT, PENSIONS AND/OR INSURANCE ADMIN EXPERIENCE + IO and DYNAMIC PLANNERThe successful Investment Administrator will have experience in Pensions /Insurance/ Taxes...


  • London, United Kingdom Oval Recruit Full time

    Investment Administrator Leading Private Client Investment Platform - City of London £30000 + Excellent Package including Excellent Bonus (20%) This is an excellent opportunity for individuals with a strong Investment background, gained from within the Investment Platform market to join the Client Services Administration team of this expanding Investment...


  • London, United Kingdom BWD Search & Selection Ltd Full time

    BWD are working exclusively with a leading multi-family office and private bank who are seeking an Investment Administrator. The firm are currently in a growth phase and therefore need further assistance to support the front office team. As a pivotal member of the team, your role will be to support the Head of Investment Administration and the broader...


  • London, United Kingdom Allerton Park Recruitment Solutions Full time

    Investment Administrator - Salary of £30K - £36K + Disc Bonus and full Benefits. Part home based. A high quality and award winning Investment Management and Financial Planning company is looking for an Investment Administrator to join their team. Duties will include: - Providing full Financial Services Administrative support. - Responding to all client...


  • London, United Kingdom Investec Full time

    We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...


  • London, United Kingdom mbf. Full time

    Financial Planning arm of a leading Investment Management firm are currently seeking to recruit an Investment Administrator to be based out of their City offices on a hybrid basis. The main purpose of the role will be to invest client monies in a timelyand correct manner, support the advisers with new and ongoing business and all associated...


  • London, United Kingdom Investec Full time

    We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...


  • London, United Kingdom Close Brothers Group Full time

    **OVERALL SUMMARY** The Investment Administrator’s primary function is to provide administration service support to the HNW team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. They will report directly into the two Investment Directors responsible for the clients, as well...


  • London, United Kingdom JJ SEARCH LIMITED Full time

    Our client is a Wealth Management company based in the City of London, highly recognised with a fantastic reputation. The Investment Administrator / Investment Assistant will support an established Investment Management team and will be responsible for the new Client Account Opening process as well as drafting client reports to coincide with valuations,...


  • London, United Kingdom Investec Full time

    We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...


  • London, Greater London, United Kingdom British Columbia Investment Management Corporation Full time

    Job OverviewWe are seeking an experienced asset manager to join our Infrastructure & Renewable Resources (I&RR) team. The successful candidate will be responsible for originating and managing investments globally, working closely with our internal teams and external partners to achieve our long-term goals.Key Responsibilities Originating and managing...


  • London, United Kingdom Recruit UK Full time

    **Job Title**: Investment Administrator **Industry**: Investment Management **Location**: London **Salary**: £30,000 - £35,000 **Job Reference**:9020 Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s...


  • London, United Kingdom Carousel Consultancy Ltd Full time

    **Investment Management Administrator - Investment Management - City of London - up to £35k (DoE)** - Client Services Executive / Investment Management Administrator / Desk Assistant - Providing administrative support to investment service activities - Approximately 1yr+ office administration experience needed, with a keen interest in financial services /...


  • London, United Kingdom eFinancialCareers Full time

    **Investment Operations Administrator/ Accountant (Reconciliation SME)** Our client, a majority partner owned Investment Management firm, is looking for an Investment Administrator/Accountant to join their Investment Support Services team. The main focus of the role will be to will be to maintain electronic reconciliation rules and match criteria to ensure...


  • London, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 6 Months What the Hiring Manager says Level: 2 Department: Quilter Cheviot Location: London Contract type: Fixed Term Contract Contract Duration: 6 months (maternity cover) What the hiring manager says “This is a unique opportunity to join a friendly and ambitious team for a fixed term in an interesting and varied...