Investment Administrator

**OVERALL SUMMARY**

The Investment Administrator’s primary function is to provide administration service support to the Bespoke IM team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. They will report directly into the Senior Investment Director responsible for the clients.

This role is office based and full time, 5 days a week.

**RESPONSIBILITIES**

**Service levels & positive client outcomes**
- Deliver levels of service expected by High Net Worth clients including assisting in the regular assessment and reporting of any change in client circumstances & suitability factors
- Continue to provide excellent client service to ensure zero incidents and complaints
- Consistently follow processes and ensure a great experience for the client
- Ensure adequate record keeping of client correspondence and conversations
- Provide all administration support the Bespoke IM team require with the assistance of other administrators in the team. This includes account opening and client on-boarding.

**Strategic planning**
- Engage and participate where required in improvement initiatives, and provide constructive feedback to drive future initiative direction.

**People**
- Champion and demonstrate CBAM’s core principles, continuing to ensure a one team, one culture ethos across HNW, especially as teams grow in size and new talent is developed
- Actively participate in CBAM’s diversity and inclusion initiatives
- Ensure clear and effective communication with colleagues across HNW

**WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF**:

- Experience in a client facing Investment services administration role preferable
- Strong communication and interpersonal skills (verbal and written)
- Excellent organisational skills and attention to detail
- Resilient and reliable team player willing to respond and support various external and internal requests
- Excellent record keeping and reporting capabilities
- Strong IT and MS Office skills: Word (intermediate level), Excel (intermediate level - basic formulas), PowerPoint (intermediate level), Outlook (advanced level)

**_ We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role._**

**_ To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you._**

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**The Company**

At Close Brothers Asset Management, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We are part of Close Brothers, a FTSE 250 leading UK merchant banking group.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 800 people based in 14 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

**Inclusion**

**The Benefits**

**Private medical**

**Discounted health checks**

**Stakeholder pension contribution**

**Gym discounts**

**Cycle to work scheme**

**Save As You Earn scheme**

**Purchase additional holiday**

**Charity & Sustainable work**

At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees’ favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them.

To find out more detail please follow the link below:
Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and customers, now and into the future.

To find out more detail please follow the link below: