Investment Administrator

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £119.6 billion in customer investments (as at 31 March 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 2

Department: Investment Management

Contract: Permanent

Location: London

We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting two investment managers and a senior investment administrator. Additional help to other investment managers on the team may, at times, be required.

This work will cover all aspects of administration of the accounts, from opening, working with investment managers during the account’s life, and closing accounts, while ensuring this is performed in a compliant manner. Attention to detail is essential.

The individual will report to the Team’s Head and the investment managers and investment assistants. We will provide full training for the role, we work collaboratively to achieve the teams goal and you will progress as quickly as you learn the varied tasks.- As your role is central within the team, you will be assisting in general administration roles. These duties are varied daily, but usually consist of answering the phones, preparing PowerPoint presentations, preparing suitability letters and maintenance of suitability affirmations, and assisting in the production of investment proposals. You will be required to assist in the distribution of ongoing client reporting.- You will also be required to facilitate the smooth opening of new accounts, arrange payments to our clients and advisers, and ensure Investment Managers are well prepared for client meetings.- You will be working very closely with our clients and their agents to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally. You will therefore need to have a pleasant and personable manner, able to get on with a variety of clients and have a keen eye for detail. This role is perfect for someone wanting to build a career as an Investment Manager. Full support and training will be given, and we will also support with qualifications in order to progress your career as a fully qualified Investment Manager

Consumer Duty

To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.

About You- Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management, however this is not essential-
- To be successful in this role you will be an independent worker and thinker.- You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.- A good level of communication skills is required.- A good level of Microsoft Office, especially Excel, is required.

LI-VS1 #QC #QuilterCheviot

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

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 sp