Investment Administrator
2 weeks ago
What the Hiring Manager Says
We have an exciting opportunity for an Investment Administrator to join our largest teams in the Quilter Cheviot Birmingham office. The role will be supporting 2 successful Investment Managers within a very busy wider team, with all administration requirements for investment management services and investment advice to a range of private and semi-institutional clients, the majority connected to the charitable/not-for-profit sector with a keen interest in responsible investment. This is an opportunity to join a friendly, ambitious, and growing team, committed to creating an inclusive culture which embraces diversity.
This will be a two-stage interview process, an in-person interview with me, and Kirstie Rees initially moving to a second interview with members of the extended team.
Tom Stone, Investment Manager and Team Leader
About the Role
Level: Level 1
Department Tom Stone team, Quilter Cheviot Birmingham:
Location: Birmingham, England
Contract type: Permanent
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.
Assist in the general administration of the team (post, room booking).
Preparing reports, correspondence and other relevant documentation including Investment Proposals.
Preparing PowerPoint presentations for client meetings; e.g. arrange portfolio transfers.
Ensuring new accounts are opened in a timely and accurate manner.
Assist in the quarterly distributions of valuations for the entire client base as well as the yearly distribution of tax packages.
General administration; Process client payments/ administration of deceased account, Maintain up to date filing, Client correspondence.
Process ISA subscriptions.
Update databases with revised client details.
To assist in the production of investment proposals.
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.
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? You could be exactly what this role needs.
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.
You'll have good Microsoft Office skills (Word, Excel, PowerPoint, and Outlook)
Has the potential, if not the current skills, to make the most of this exciting opportunity.
You'll have good operational knowledge of interdepartmental processes.
- 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
Private Medical I
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