Investment Administrator
1 month ago
Quilter, 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 plc, a leading provider of advice, investment platforms, multi-asset investment solutions, and discretionary fund management. Our company is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments.
About the Role
Level: 2
Department: Investment Management
Location: Glasgow
Contract type: Permanent
We are seeking a highly motivated and organized individual to join our team as an Investment Administrator. The successful candidate will assist three Investment Managers and work closely with a senior administrator to support the management and development of our growing client base.
Responsibilities include:
- Responding to administrative client and financial adviser queries by phone, letter, or email.
- Organizing bank payments, issuing valuations, and tax reports.
- Providing application paperwork and assisting with ongoing portfolio management.
- Maintaining comprehensive databases with up-to-date client details.
- Preparing ongoing Suitability Documentation for existing clients.
Consumer Duty
To understand and fulfill the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.
About You
We are looking for a candidate with excellent communication and interpersonal skills, who can build strong relationships with clients and their trusted advisers. The ideal candidate will be able to work independently, act on their own initiative, and have solid organizational skills to manage their workload and meet deadlines.
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 to UK employees that you can choose from and pay for conveniently via a salary deduction.
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 favorable treatment based on anything but their skills, qualifications, experience, and potential.
Values
We act with integrity and 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 create brilliant solutions for brighter futures. We aim high to transform our potential into meaningful outcomes and combine our diverse talents to accomplish more collectively than we ever could do alone.
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