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Investment Administrator
5 months ago
Fixed Term Contract Duration - 12 Months
What the Hiring Manager says
We are a busy and growing team where the maintenance of our high level of service is paramount. Even though, we are investing and looking after client money, within the Quilter Cheviot way, this investment assistant role is varied and there is enough scope to make it your own. You will be working with several investment managers and as such being adaptable and flexible will be a huge advantage. Our clients and introducers expect efficiency and transparent outcomes and these need to be provided within the corporate and compliance framework. There will be plenty of training and supervision on hand yet due to the demands of the job a person with the diligence and confidence to complete tasks and projects on their own will be an advantage.
About the Role
Level: 1
Department: Investment Management
Location: Bristol, England/ Flexible
Contract Type: Fixed Term Contract
As an Investment Administrator you’ll be part of a team to assist in the production of investment proposals.
You’ll 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’ll be required to assist in the distributions of valuations and tax packs for the team’s client base and process client payments.
As your role is central within the team you’ll also be assisting in the general administration, these duties are varied daily but usually consists of answering the phones, preparing PowerPoint presentations, preparing suitability letters and maintenance of suitability affirmations.
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.
To be successful in this role you’ll be an independent worker and thinker who needs minimum support in areas such as Microsoft Office Suite.
You are interested 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.
- 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-SM2
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.
