Investment Portfolio Coordinator

3 weeks ago


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

This is an exciting opportunity to join Quilter's Investment Management team as an administrative support specialist. As an Investment Portfolio Coordinator, you will play a key role in supporting the investment managers and clients with a high level of personal service.

The successful candidate will be responsible for responding to administrative client and financial adviser queries, facilitating the smooth opening of new accounts, and assisting with ongoing portfolio management. You will work closely with clients and their agents to provide the best service and information regarding their portfolio.

Key responsibilities include:
  • Responding to administrative client and financial adviser queries by phone, letter, or email.
  • Facilitating the smooth opening of new accounts.
  • Assisting with ongoing portfolio management, including identifying debit positions and forthcoming standing orders, making client and third-party payments, and monitoring incoming and outgoing in-specie or cash transfers.
  • Working closely with clients and their agents to provide the best service and information regarding their portfolio.

Requirements

To be successful in this role, you will have previous administration or secretarial experience from another financial services firm or regulated organisation. You will have a good level of communication skills and be able to work independently. A financial qualification such as QFA is beneficial but not essential.

Quilter is an inclusive organisation that values diversity and promotes inclusivity in all aspects of our culture. We believe in equal opportunities for all and strive to create a respectful and nurturing environment where every colleague can thrive.

We offer a range of benefits, including a pension scheme, private medical insurance, life assurance, and income protection. We also offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

We are committed to going above and beyond in service of our clients and the support we provide our communities. We continuously seek new ideas and knowledge to stay ahead of our clients' needs and aim high to transform our potential into meaningful outcomes. We combine our diverse talents to accomplish more collectively than we ever could do alone and strive to create a culture of empowerment and trust.

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