Investment Support Specialist

4 weeks ago

Glasgow, Glasgow City, United Kingdom Quilter Full time
What the Hiring Manager Says

At Quilter, we strive to deliver exceptional service to all our clients and partners, creating a dynamic environment where each day presents new challenges. In this position, you will primarily assist one Investment Manager, with the potential to expand your responsibilities. Your role will encompass vital investment support tasks, including the creation and entry of dealing instructions utilizing Excel and our trading system; thus, proficiency in Excel is crucial. Additionally, you will aid in generating investment proposals and reports, ensuring that the Investment Manager maintains the highest service standards for clients and professional contacts. We seek a collaborative team player who enjoys learning, embraces diverse tasks, and possesses strong attention to detail.

About the Role

Level: 2

Department: Investment Management

Contract type: Permanent - Flexible options for full or part-time work based on candidate suitability
  • Support the Investment Manager's professional relationships by assisting in responding to non-technical inquiries and enhancing service delivery.
  • Under guidance, provide clients and their advisers with information and reports regarding their portfolios, noting that you will not initiate investment advice or management services.
  • Assist the Investment Manager in preparing client presentations and proposals for both existing and prospective clients.
  • Ensure all tasks comply with relevant regulations, compliance standards, and internal policies.
  • Conduct dealing transactions under the supervision of the Investment Manager(s), with a strong emphasis on Excel proficiency.
  • Prepare and supply clients and intermediaries with necessary information and reports.
  • Foster effective relationships with team members to facilitate smooth operations, particularly in the absence of other support staff and Investment Managers.
  • Complete all tasks in accordance with relevant rules, compliance regulations, and internal procedures.
  • Responsibilities include:
    • Handling phone inquiries and addressing client queries
    • Managing standard client correspondence
    • Creating PowerPoint presentations
    • Coordinating the production, verification, and distribution of valuations and client documentation
    • Collaborating with operational departments to resolve data discrepancies, transaction delays, and other operational issues, acting as a liaison for IT, Compliance, and support teams
    • Assisting investment directors in pursuing new business opportunities, working closely with marketing teams on presentations and investment proposals, and occasionally attending client meetings
    • Performing any additional duties as reasonably requested by your line manager to ensure efficient client management
About You

We believe that diverse backgrounds enrich our organization. If you feel you may not meet every requirement, we encourage you to consider applying; you might be just what we need.
  • Experience in a similar role within investment or wealth management is preferred.
  • This position is ideal for someone who enjoys the support and technical aspects of investment management without seeking to transition into an Investment Manager role.
  • Possession of a CISI Level 4 qualification is required.
Attention to Detail

Demonstrates thoroughness and accuracy in task execution, identifying and rectifying errors.

Communication

Communicates effectively, listens attentively, and presents written information clearly and concisely, using appropriate grammar and style.

Technical Skills

Possesses relevant technical knowledge, including proficiency in necessary computer systems, and maintains up-to-date expertise. Strong Excel skills are essential.

Time Management

Effectively prioritizes tasks to meet deadlines for both individual and team objectives, demonstrating flexibility to adapt to changing business needs.

Teamwork

A strong team player who contributes to collective goals and encourages collaboration.

Decision-Making

Takes responsibility, resolves issues, and makes sound decisions, demonstrating resilience in challenging situations.

Corporate Focus and Behavior

Actively supports company strategy, stays informed about industry trends and the company's position, and acts as an ambassador for Quilter, enhancing the brand. Seeks new challenges and consistently delivers high performance while improving quality and efficiency.

Client Focus (Internal and External)

Builds trust and maintains relationships by understanding client needs and aligning services to meet their objectives.

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 enhanced through personal contributions.

Private Medical Insurance: Single cover as standard, with options for increased coverage at personal cost.

Life Assurance: 4x your salary, with options for increased coverage at personal 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 can be selected and paid for conveniently via salary deduction.

  • Investment Management Support Specialist

    7 days ago

    Glasgow, Glasgow City, United Kingdom Meraki Talent Limited Full time

    Job DescriptionMeraki Talent Limited is seeking a highly skilled Client Services Executive to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and support to our clients in the investment management industry.Key Responsibilities:Client Enquiries: You will be the primary point of contact for...

  • Retirement and Investment Operations Specialist

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Aviva Full time

    Retirement and Investment Operations Specialist Location: Hybrid working model Starting salary between £24,200 - £27,300 (depending on hours, location, skills and experience). We also offer a 40-hour contract with an enhanced salary of up to £31,200.This position supports a hybrid working arrangement, combining office presence with remote work...

  • Retirement and Investment Operations Specialist

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Aviva Full time

    Retirement and Investment Operations Specialist Location: Hybrid Working Model Starting salary ranges from £24,200 - £27,300 (based on experience, skills, and working hours). We also provide an option for a 40-hour contract with a higher salary potential of up to £31,200.This position allows for a blend of in-office and remote work, requiring a minimum...

  • Retirement and Investment Operations Specialist

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Aviva Full time

    Position OverviewAs a Retirement and Investment Operations Specialist, you will play a crucial role in managing pension and investment portfolios.Location: This position offers flexible working arrangements.Compensation: The starting salary ranges from £24,200 to £27,300, contingent upon your experience, skills, and working hours. We also provide an option...

  • Asset Investment Specialist

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Bield Housing Association Full time

    About Bield Housing AssociationBield Housing Association is a prominent provider of housing and support services tailored for older adults in Scotland. Our corporate strategy, Setting the Pace, outlines our commitment to addressing the housing needs of older individuals by delivering high-quality, responsive, and personalized services. Our tenants are...

  • Investment Portfolio Specialist

    7 days ago

    Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full time

    Job Opportunity: Portfolio ManagerMeraki Talent Ltd is supporting a leading UK Wealth Management firm in their search for a skilled Portfolio Manager to join their Glasgow office.This is an excellent opportunity to join an established team where you will be supporting a number of Investment Managers with a range of client portfolios.Key...

  • Investment Portfolio Specialist

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full time

    Meraki Talent Ltd is collaborating with a prominent UK Wealth Management organization seeking to appoint a Portfolio Manager.This role presents a remarkable chance to become part of a well-established team, providing essential support to various Investment Managers overseeing diverse client portfolios.Key Responsibilities:Overseeing a variety of client...

  • Investment Portfolio Specialist

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full time

    Meraki Talent Ltd is collaborating with a prominent UK Wealth Management firm seeking to appoint a Portfolio Manager.This role presents a remarkable opportunity to become part of a well-established team, providing support to various Investment Managers overseeing diverse client portfolios.Key Responsibilities:Overseeing a variety of client...

  • Client Support Specialist

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

    Client Support Specialist – Wealth ManagementRole Overview:We are looking for a driven individual to become a part of our Wealth Management division. In this role, you will provide comprehensive administrative assistance to Investment Managers while fostering strong relationships with clients to ensure a seamless and positive client journey.What We...

  • Investment Management Associate

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

    Position OverviewThe Investment Management Associate will collaborate closely with the Investment Management team to cultivate and nurture strong relationships with clients, offering comprehensive support in managing client portfolios.Key Responsibilities:Address and support client requirements effectively.Assist in managing client portfolios, including...

  • Technical Support Specialist

    6 days ago

    Glasgow, Glasgow City, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new company is a well-established government organisation with a strong presence across the UK. This role will be to support a busy user base within their offices in a major UK city.Your new role as a Technical Support Specialist will be to work on the IT Support Desk, providing customer support in a face-to-face environment, troubleshooting hardware...

  • Client Support Specialist

    4 weeks ago

    Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

    Client Support Specialist – Wealth ManagementWhat will you be doing?We are looking for a driven individual to join our Wealth Management division. In this role, you will provide comprehensive administrative assistance to Investment Managers while fostering relationships with clients to ensure a seamless and positive client experience.What's in it for me?As...

  • Client Support Specialist

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

    Client Support Specialist – Wealth ManagementWhat will you be doing?We are looking for a driven individual to join our Wealth Management division. In this role, you will provide comprehensive administrative assistance to Investment Managers while fostering relationships with clients to ensure a seamless and positive client experience.What's in it for me?As...

  • Pension Fund Investment Specialist

    5 days ago

    Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    About the RoleWe are seeking an experienced Investment Consultant to join our Investment DB Business Unit at Hymans Robertson. As a key member of our team, you will play a crucial role in supporting our Local Government Pension Scheme (LGPS) clients.Key ResponsibilitiesConduct high-quality research analysis and communicate investment advice to a wide range...

  • Pension Fund Investment Specialist

    6 days ago

    Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    About the RoleWe are seeking an experienced Investment Consultant to join our Investment DB Business Unit at Hymans Robertson. As a key member of our team, you will play a crucial role in supporting our Local Government Pension Scheme (LGPS) clients.Key ResponsibilitiesConduct high-quality research analysis and communicate investment advice to a wide range...

  • Financial Reporting Specialist

    2 days ago

    Glasgow, Glasgow City, United Kingdom Robert Walters Full time

    Job DescriptionFinancial Reporting SpecialistRobert Walters6-month ContractFinancial Services CompanyA leading financial services company is seeking a highly skilled Financial Reporting Specialist to join their team. The successful candidate will be responsible for assisting in the preparation of financial statements for investment companies under US GAAP...

  • Financial Reporting Specialist

    2 days ago

    Glasgow, Glasgow City, United Kingdom Robert Walters Full time

    Job DescriptionFinancial Reporting SpecialistRobert Walters6-month ContractFinancial Services CompanyA leading financial services company is seeking a highly skilled Financial Reporting Specialist to join their team. The successful candidate will be responsible for assisting in the preparation of financial statements for investment companies under US GAAP...

  • IT Support Specialist

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Michael Page Technology Full time

    About the RoleWe are seeking a highly skilled IT Support Specialist to join our team at Michael Page Technology. As an IT Support Specialist, you will be responsible for providing exceptional end-user support to our clients, taking ownership of IT tickets and working to find resolutions to their IT issues.About the CompanyOur client is a growing UK-wide...

  • Paraplanner - Investment Portfolio Specialist

    7 days ago

    Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Job Summary:We are seeking a highly skilled Paraplanner to join our team at Heat Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial services clients by preparing and implementing recommendation reports, completing applications, and researching suitable solutions.Key Responsibilities:Preparing and implementing...

  • Client Investment and Commitment Specialist

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Ashurst Full time

    About Ashurst: To adhere to regulatory and client standards, Ashurst will conduct appropriate vetting of personnel. Upon accepting a job offer, Ashurst, in collaboration with a specialized provider, will perform professional verification and background checks. These procedures are conducted only with consent and in compliance with our legal and...