Investment Administrator

4 weeks ago

Bristol, Bristol, United Kingdom Quilter Full time
About the Role

We are seeking a highly organized and detail-oriented Investment Administrator to join our team at Quilter. As an Investment Administrator, you will be responsible for providing administrative support to our investment managers and clients. This includes responding to client and financial adviser queries, facilitating the smooth opening of new accounts, and assisting with ongoing portfolio management.

About You

We are looking for someone with a strong interest in financial services and a good understanding of our industry. You will have excellent communication skills and be able to work independently. A financial qualification such as QFA is beneficial, but not essential. We offer a range of flexible benefits to our employees, including a pension scheme, private medical insurance, and life assurance.

Core Benefits

We offer a competitive salary and a range of benefits, including:

• 182 hours (26 days) holiday

• Quilter Incentive Scheme

• Pension Scheme

• Private Medical Insurance

• Life Assurance

• Income Protection

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

We are committed to the following values:

• Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.

• Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.

• Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.

• Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

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