Investment Administrator

2 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 investment management services and investment advice to a range of private and professional clients, IFAs as well as the charitable/not-for-profit sector. This is an opportunity to join a friendly, ambitious, and growing team, committed to creating an inclusive culture which embraces diversity.

Deputy Head of the Office

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:

- update team client task bar with all tasks e.g. client payments/ administration of deceased account, process and delegate client correspondence/ process ISA subscriptions/ internal and external post/ room booking for meetings inc. welcoming and setting up boardrooms
- Undertake mail merges on both the quarterly market updates as well as anticipated mail merges for marketing/ events/ Christmas cards etc.
- Preparing reports, correspondence and other relevant documentation including Investment Proposals and PowerPoint presentations for client meetings
- Update databases with revised client details
- Prepare and submit expenses claims, CPD logs etc.in a timely manner for IMs
- Having 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

About You
- To succeed in this role, you need to be willing to work for and with both teams whilst also building up your skills and knowledge with the option for you to undertake professional qualifications.
- 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.

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?

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.

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 salar

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