Investment Portfolio Coordinator

4 days ago


Glasgow, Glasgow City, United Kingdom Quilter Full time

About Quilter

  • We are a leading provider of wealth management services to individuals and families.

Job Overview

  • This is a role for an experienced administrator looking to work in the investment management industry.

The Role

  • You will assist three Investment Managers and work alongside a very experienced administrator who has been with our company for several years.
  • The individual will report to the senior Investment Manager in the team.

Your Responsibilities

  • You will be responsible for responding to administrative client and financial adviser queries by phone, letter or email.
  • You will organise bank payments, issue valuations and tax reports, and provide application paperwork.
  • You will assist the investment managers with ongoing portfolio management; monitoring of incoming and outgoing in-specie or cash transfers, whilst keeping both the clients, financial advisers and the team appraised of progress.
  • You will be pivotal in assisting the team with the quarterly reporting process and be able to maintain comprehensive databases with up-to-date client details.

About You

  • You will be working very closely with our clients and their trusted advisers to provide the best service with information regarding their portfolio, which necessitates close relationship building with all stakeholders whether that be internally or externally.
  • Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management.
  • You have an interest in financial services or have a good understanding of our services where you can utilise your knowledge and experience within investment management.

Benefits

  • Holiday: 182 hours (26 days)
  • Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme, to incentivise business performance and their contribution.
  • Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
  • Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
  • Life Assurance: 4x your salary.
  • Healthcare Cash Plan: Jersey employees only.


  • Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

    Are you looking for a challenging role in the financial services industry? We are seeking a talented Technical Specialist to join our Fund Oversight team in Glasgow.The ideal candidate will have experience mentoring investment portfolios, familiar with investment performance and associated terminology, including risk metrics. They should also have detailed...


  • Glasgow, Glasgow City, United Kingdom Aviva plc Full time

    Pension and Investment Administrator RoleThis is an exciting opportunity to join our team as a Pension and Investment Administrator, where you will be responsible for processing customer and IFA requests received via various channels. You will work in a controlled environment, ensuring excellent service levels while adhering to regulatory and client...


  • Glasgow, Glasgow City, United Kingdom City Property (Glasgow) LLP Full time

    The Technical Services Manager plays a pivotal role in the Senior Management Team at City Property (Glasgow) LLP, supporting the Head of Operations in managing the commercial portfolio. This involves delivering innovative investment and rationalisation opportunities, as well as providing professional and technical consultancy services to in-house clients.The...


  • Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Investment Director Job OpportunityAbout the Role:You will be responsible for producing quality AUM and covering all aspects of your HNW client's investment needs by building on your own existing and new connections as well as working closely with your colleagues across the business.About You:You will have considerable experience dealing with UK investment...


  • Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Investment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious graduate to join our Investment Management team in Glasgow. As an Investment Management Graduate, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and...


  • Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Heat Recruitment is working with a leading national Wealth Management firm to find an experienced Investment Director based in Central Scotland. The successful candidate will be responsible for growing the firm's presence in the region and developing quality Assets Under Management (AUM) by building on existing connections and collaborating with...


  • Glasgow, Glasgow City, United Kingdom ENGINEERINGUK Full time

    About the RoleAs a Commercial Portfolio Manager at ENGINEERINGUK, you will be responsible for the end-to-end commercial management of a high-volume portfolio of low-value maintenance activities and reactive minor works interventions. You will provide commercial advice, guidance, and recommendations to the delivery project and programme teams, robustly...


  • Glasgow, Glasgow City, United Kingdom Network Rail Full time

    Job Description:As a Commercial Portfolio Manager at Network Rail, you will be responsible for the end-to-end commercial management of high-volume portfolios. Your primary focus will be on managing project costs, mitigating commercial risks, and providing commercial advice to delivery project and programme teams.Key Responsibilities:Ownership of all cost,...


  • Glasgow, Glasgow City, United Kingdom Network Rail Full time

    As a Commercial Portfolio Manager at Network Rail, you will be responsible for the end-to-end commercial management of a high-volume portfolio of low-value, maintenance activity, and reactive minor works interventions.You will provide commercial advice, guidance, and recommendations to the delivery project and programme teams, robustly managing project costs...


  • Glasgow, Glasgow City, United Kingdom Maven Capital Partners Full time

    We are seeking an experienced Investment Manager to join our Property Team in Glasgow.Maven Capital Partners is a leading Venture Capital Trust (VCT), Private Equity and Property Fund Manager with a strong presence in the UK property market.As an Investment Manager, you will play a key role in managing our property portfolio, sourcing new investment...


  • Glasgow, Glasgow City, United Kingdom CV-Library Full time

    Lead Investment Director - PlaceThe Scottish National Investment Bank is seeking a highly experienced and accomplished Investment Director - Place to spearhead investments aligned with our Place Mission. In this senior role, you'll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors such as affordable...


  • Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full time

    **Investment Management Trainee Role at Regal Brooke Limited**We are seeking a highly motivated individual to join our prestigious graduate training programme as an Investment Management Trainee. This is an exceptional opportunity to develop your skills in investment management and gain hands-on experience in the financial industry.As an Investment...


  • Glasgow, Glasgow City, United Kingdom Ashurst Full time

    About AshurstAshurst, a leading global law firm, is seeking an exceptional Transformation Portfolio Manager to join its Central PMO team. This is a fantastic opportunity to work with the TMO and contribute to the delivery of strategic initiatives aligned to Ashurst's strategy.Job DescriptionThe successful candidate will be responsible for coordinating...


  • Glasgow, Glasgow City, United Kingdom Green Recruitment Company Full time

    Job Title: Renewable Energy Investment ManagerWe are partnering with a leading Renewable Energy Investment Manager to hire a Chartered Accountant with experience in Commerce and Industry, specifically the renewable energy asset management sector.Key Responsibilities:Deliver lender and financial reporting requirements for their portfolioOwn key balance sheet...

  • Investment Consultant

    1 month ago


    Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    Investment Consultant RoleOur Investment DB Business Unit is a key component of our consulting services, helping us establish a strong presence in the UK market. We advise on over £200 billion of assets for our diverse client base, including DB pension trustees and sponsors across various sectors, local government pension schemes (LGPS), and other public...

  • Corporate Lawyer

    4 weeks ago


    Glasgow, Glasgow City, United Kingdom Thomson LRC Full time

    Job Title: Corporate Lawyer - Portfolio Acquisitions SpecialistJob Summary: We are seeking a highly skilled Corporate Lawyer to join our in-house legal team at Thomson LRC. The successful candidate will be responsible for advising on acquisitions, investments, and project management, with a focus on portfolio acquisitions.Key Responsibilities:Drafting and...


  • Glasgow, Glasgow City, United Kingdom ScottishPower Full time

    The IT Portfolio Manager role at ScottishPower is a critical position that requires an individual with exceptional leadership and technical skills to oversee the successful delivery of our technology investment portfolio.As an IT Portfolio Manager, you will be responsible for leading a team of direct and indirect reports who will work closely with various...


  • Glasgow, Glasgow City, United Kingdom oilandgasjobsearch Full time

    As a Renewable Portfolio Manager, you will play a key role in supporting our leadership teams to realise our vision and strategy through the design and execution of our investment portfolio. This position will involve analysing and communicating the relevance of major trends for future profit pools, including key risks and opportunities.The successful...

  • Portfolio Manager

    3 days ago


    Glasgow, Glasgow City, United Kingdom Titan Wealth Holdings Limited Full time

    About the RoleThis Portfolio Manager position offers a unique opportunity to work with a leading wealth management company, focusing on asset growth and development. The successful candidate will manage clients' portfolios, providing tailored investment advice and guidance to meet their financial goals.To succeed in this role, you should possess excellent...


  • Glasgow, Glasgow City, United Kingdom Quilter Full time

    About the BusinessQuilter, a leading wealth management firm, has been a trusted partner for individuals and families for over 250 years. With a presence throughout the UK, Ireland, and Channel Islands, we offer expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning.We are part of Quilter...