Investment Administrator

Level: 1 Department: Quilter Cheviot Location: Birmingham - Eligible for hybrid working Contract type: Permanent **What the Hiring Manager Says**: We have an exciting opportunity for an Investment Administrator to join one of our Quilter Cheviot teams in Birmingham. The role will be split over 2 successful and busy teams, supporting ~5 Investment Managers in investment management services and investmentadvice to a range of private and semi-institutional clients, the majority connected to the charitable/not-for-profit sector with a keen interest in responsible investment. This is an opportunity to join a friendly, ambitious, and growing team, committed tocreating an inclusive culture which embraces diversity. This will be a one-stage interview process, an in-person interview with me, my colleague Tom Haydon and Kirstie Rees. - Paul Ord (Investment Manager and Team Leader) **About the role** In this role you will be required to assist one or more Investment Managers in effective and efficient team support whilst also supporting with the production of investment proposals. You will need to provide clients and/or their agents with information and reports about their portfolio and ensure all relationships are properly documents on a timely basis, including checking that the "Know your Client" information and data on the CRMsystem is maintained. You will also be required to complete general administrative duties such as: processing client payments, answering the phones, dealing with queries from clients and intermediaries and taking appropriate messages for the team, as well as assist with the ongoingadministrative tasks around the suitability of our client’s portfolios. You might also be asked to prepare PowerPoint presentation for client meetings and collate together reports, correspondence and other relevant documentation including Investment Proposals. You will also need to assist the team in the quarterly and yearly distributions of valuations and tax packages for the entire client base, whilst ensuring they are completed within all relevant rules, compliance regulations and in-house policies and procedures. **About you** Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs. To be successful in this role you will use your experience in Microsoft Office Suite to support two teams at all times, this skillset alongside being systematic and efficient will enable you to manage the workload accurately and prioritise important tasksto meet their deadlines. We are looking to support someone who would like to undertake professional qualifications in the industry whilst also broadening their skills and knowledge in practice. You will ideally be an Investment Administrator who is willing to take the next step in their career. - Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financialfutures._ - In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times._ - Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care andcreativity that we need, to help us get there._ - We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learningmore about joining us._ **Core Benefits** Holiday: 26 days Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions Private Medical Insurance: Single cover as standard, cover can be increased at your own cost Life Assurance: 4x your salary, cover can be increased at your own cost Income Protection: 75% of salary payable after 26 weeks of absence **In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.