Investment Portfolio Coordinator

4 weeks ago


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

This is a key administrative position within our investment management team. The successful candidate will be responsible for providing high-quality support to our investment managers and clients. The role will involve responding to client queries, facilitating the opening of new accounts, and assisting with ongoing portfolio management. The ideal candidate will have a strong interest in financial services and excellent communication skills.

About You

We are looking for a hardworking and diligent individual with a desire to provide excellent service to our clients. The successful candidate will have a good understanding of our financial services and be able to utilise their knowledge and experience within investment management. A financial qualification such as QFA is beneficial, but not essential. We value diversity and strive to promote inclusivity in all aspects of our culture.

Core Benefits

We offer a range of benefits to our employees, including a pension scheme, private medical insurance, and life assurance. We also offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction. Our core benefits include 182 hours of holiday, a Quilter Incentive Scheme, and a range of other benefits that support your well-being and career development.

Our Values

We are committed to our values of doing the right thing, being always curious, embracing challenge, and being stronger together. We believe in equal opportunities for all and strive to create a respectful and nurturing environment where every colleague can thrive. We celebrate the unique contributions of a diverse workforce and are committed to promoting inclusivity in all aspects of our culture.

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