Investment Administrator

4 months ago

Cheltenham, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

The Investment Administrator’s primary function is to provide administration service support to the Bespoke IM team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. They will report directly into the Senior Investment Director responsible for the clients.

This role is office based and full time, 5 days a week.

**RESPONSIBILITIES**

**Service levels & positive client outcomes**
- Deliver levels of service expected by High Net Worth clients including assisting in the regular assessment and reporting of any change in client circumstances & suitability factors
- Continue to provide excellent client service to ensure zero incidents and complaints
- Consistently follow processes and ensure a great experience for the client
- Ensure adequate record keeping of client correspondence and conversations
- Provide all administration support the Bespoke IM team require with the assistance of other administrators in the team. This includes account opening and client on-boarding.

**Strategic planning**
- Engage and participate where required in improvement initiatives, and provide constructive feedback to drive future initiative direction.

**People**
- Champion and demonstrate CBAM’s core principles, continuing to ensure a one team, one culture ethos across HNW, especially as teams grow in size and new talent is developed
- Actively participate in CBAM’s diversity and inclusion initiatives
- Ensure clear and effective communication with colleagues across HNW

**WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF**:

- Experience in a client facing Investment services administration role preferable
- Strong communication and interpersonal skills (verbal and written)
- Excellent organisational skills and attention to detail
- Resilient and reliable team player willing to respond and support various external and internal requests
- Excellent record keeping and reporting capabilities
- Strong IT and MS Office skills: Word (intermediate level), Excel (intermediate level - basic formulas), PowerPoint (intermediate level), Outlook (advanced level)

**_ We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role._**

**_ To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you._**

LI-KH1

**The Company**

At Close Brothers Asset Management, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We are part of Close Brothers, a FTSE 250 leading UK merchant banking group.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 800 people based in 14 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

**Inclusion**

**The Benefits**

**Private medical**

**Discounted health checks**

**Stakeholder pension contribution**

**Gym discounts**

**Cycle to work scheme**

**Save As You Earn scheme**

**Purchase additional holiday**

**Charity & Sustainable work**

At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees’ favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them.

To find out more detail please follow the link below:
Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and customers, now and into the future.

To find out more detail please follow the link below:

  • Senior Investment Operations Administrator

    5 months ago

    Cheltenham, United Kingdom Attivo Group Full time

    **Senior Investment Operations Administrator - Hybrid (2 days per week in Cheltenham)** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being...

  • Investment Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Job Title: Investment Operations AdministratorWe are seeking an experienced Investment Operations Administrator to join our team at Attivo Group. As an Investment Operations Administrator, you will play a crucial role in providing efficient and effective administrative support to our Investment Operations department.Key Responsibilities:Provide...

  • Investment Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Job Title: Investment Operations AdministratorWe are seeking an experienced Investment Operations Administrator to join our team at Attivo Group. As an Investment Operations Administrator, you will play a crucial role in providing efficient and effective administrative support to our Investment Operations department.Key Responsibilities:Provide...

  • Investment Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Job Title: Investment Operations AdministratorWe are seeking an experienced Investment Operations Administrator to join our team at Attivo Group. As an Investment Operations Administrator, you will play a crucial role in providing efficient and effective administrative support to our Investment Operations department.Key Responsibilities:Provide...

  • Investment Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Job Title: Investment Operations AdministratorWe are seeking an experienced Investment Operations Administrator to join our team at Attivo Group. As an Investment Operations Administrator, you will play a crucial role in providing efficient and effective administrative support to our Investment Operations department.Key Responsibilities:Provide...

  • Investment Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Investment Operations AdministratorAt Attivo Group, we're committed to delivering exceptional financial services to our clients. As an Investment Operations Administrator, you'll play a vital role in ensuring the smooth day-to-day operation of our investment services.Key Responsibilities:Provide administrative support to the Investment Operations team,...

  • Investment Operations Coordinator

    2 months ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Investment Operations Administrator RoleAt Attivo Group, we're committed to delivering exceptional financial services to our clients. As an Investment Operations Administrator, you'll play a vital role in ensuring the smooth operation of our investment services.Key Responsibilities:Provide administrative support to the Investment Operations Team, ensuring...

  • Investment Operations Coordinator

    2 months ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Investment Operations Administrator RoleAt Attivo Group, we're committed to delivering exceptional financial services to our clients. As an Investment Operations Administrator, you'll play a vital role in ensuring the smooth operation of our investment services.Key Responsibilities:Provide administrative support to the Investment Operations Team, ensuring...

  • Investment Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Investment Operations AdministratorAt Attivo Group, we're committed to delivering exceptional financial services to our clients. As an Investment Operations Administrator, you'll play a vital role in ensuring the smooth day-to-day operation of our investment services.Key Responsibilities:Provide administrative support to the Investment Operations team,...

  • Investment Operations Coordinator

    4 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Investment Operations AdministratorJoin Attivo Group, a leading Lifestyle Financial Planners, as an Investment Operations Administrator. We pride ourselves on transparency, openness, and honesty, building trust with our clients and inspiring financial confidence.As a key member of our team, you will provide efficient and effective administration support for...

  • Investment Operations Coordinator

    4 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Investment Operations AdministratorJoin Attivo Group, a leading Lifestyle Financial Planners, as an Investment Operations Administrator. We pride ourselves on transparency, openness, and honesty, building trust with our clients and inspiring financial confidence.As a key member of our team, you will provide efficient and effective administration support for...

  • Investment Operations Coordinator

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Investment Operations AdministratorAt Attivo Group, we're committed to delivering exceptional financial services to our clients. As an Investment Operations Administrator, you'll play a vital role in ensuring the smooth operation of our investment services.Key Responsibilities:Provide administrative support to the Investment Operations team, ensuring...

  • Investment Operations Coordinator

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Investment Operations AdministratorAt Attivo Group, we're committed to delivering exceptional financial services to our clients. As an Investment Operations Administrator, you'll play a vital role in ensuring the smooth operation of our investment services.Key Responsibilities:Provide administrative support to the Investment Operations team, ensuring...

  • Financial Administrator

    4 months ago

    Cheltenham, United Kingdom I2I Recruitment Full time

    **More about the role**: Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liaising with product providers to obtain client information and dealing with client queries.**Alice Halford****: Senior Recruitment Consultant **Responsibilities**: - Liaising with...

  • Administrator

    5 months ago

    Cheltenham, United Kingdom Gold Group Full time

    **Administrator** Cheltenham About Us: We are Working for a Global Risks company; we thrive on collaboration and lasting relationships. They have a presence in over 150 countries and a team of 600+ professionals worldwide, as a top 10 contributor to Lloyd's. Join them, and embark on a journey of professional and personal growth. Our client will invest in...

  • Insurance Administrator

    4 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Reed Full time

    Insurance Administrator Job DescriptionWe are seeking an experienced Insurance Administrator to provide administrative support to our Technical Team and Broking Divisions. This role involves gathering information, entering data, and maintaining electronic and paper files.Key Responsibilities:Gather information from files to complete standard document...

  • Insurance Administrator

    4 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Reed Full time

    Insurance Administrator Job DescriptionWe are seeking an experienced Insurance Administrator to provide administrative support to our Technical Team and Broking Divisions. This role involves gathering information, entering data, and maintaining electronic and paper files.Key Responsibilities:Gather information from files to complete standard document...

  • Wealth Administrator

    5 months ago

    Cheltenham, 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...

  • Ifa Administrator

    4 months ago

    Cheltenham, United Kingdom Hooray Recruitment Full time

    **Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA or Wealth Administrator but perhaps you’re looking for progression? Do you feel you can add value and knowledge to a growing team - excellent, please do get in touch.** **Benefits** Ø 25 days holiday Ø Study support Ø Bonus opportunity **What...

  • Administrator

    5 months ago

    Cheltenham, United Kingdom Brewin Dolphin Full time

    **RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds. With over 30 offices across the UK and Ireland this enables us to combine the...