Investment Executive

3 months ago

Glasgow, Scotland, United Kingdom Quilter Part time
What the Hiring Manager Says

We aim to provide a high level of service to all clients and advisers that we have relationships with and in doing that this creates a diverse role where no two days will necessarily be the same. In this role you would be responsible for primarily supporting one Investment Manager, however this may broaden, and within that support you would provide an essential investment support role which includes a wide range of tasks. One of the key functions of the position will be the creation and input of dealing instructions by using Excel and our dealing system, Excel skills are essential. The position will also include assisting in the generation of investment proposals, reports and assisting in the Investment Manager to maintain the highest level of service to clients and professional connections. We are looking for someone who works well in a team, enjoys learning and carrying out a wide range of tasks and had good attention to detail.

About the Role

Level: 2

Department: Investment Management

Location: Glasgow

Contract type: Permanent - Flexible on full or part time, dependent on candidate
  • To support the Investment Managers professional connections and assist in responding to non-technical emails/phone calls and to help enhance the service offered.
  • Under supervision (until knowledge/experience is built), provide clients and/or their advisers with information and reports about their portfolio. An Investment Executive may not initiate investment advice or provide investment management services.
  • To assist the Investment Manager in the production of client presentations and proposals for existing and potential new clients.
  • To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.
  • To undertake dealing transactions under the guidance and supervision of the Investment Manager(s). A high level of proficiency in excel will be key to this task.
  • To prepare and provide clients and/or intermediaries with information and reports as required.
  • Form effective and efficient relationships with other team members to enable the smooth running of team procedures, especially in the absence of other team support and the Investment Managers.
  • To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in house policies and procedures.
  • Tasks and duties include:
    • Answering phones, dealing with queries from clients, taking appropriate messages
    • Client correspondence of standard letters
    • Preparing PowerPoint presentations
    • Organise production, checking and despatch of valuations and client packs
    • Liaise with operational departments to ensure that data errors, transactional delays and any other operational problems are dealt with. Act as liaison point for IT, Compliance and other support departments, ensuring that problems experienced by team members are addressed and sorted
    • Support investment directors in seeking new business, working closely with marketing staff, e.g. preparation of presentations, creation of investment proposals and occasional attendance at client meetings
    • To carry out any other duties which might be reasonably requested by their line manager to ensure the smooth running of the client base
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.
  • Ideally you will have experience in a similar role within Investment or wealth management
  • This is the perfect role for someone who enjoys the investment management support and technical aspect to the role, but is not looking to progress into and Investment Manager role
  • You will have your CISI Level 4 qualification
Attention to Detail

Handles tasks with thoroughness and accuracy. Recognises and resolves errors.

Communication

Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language.

Technical

Has technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date. Proficient Excel skills are essential

Time Management

Effectively balances priorities to meet agreed deadlines for individual and teamwork. Demonstrates flexibility to adapt to changing business needs.

Teamwork

Strong team player who contributes to team objectives. Encourages participation.

Decision

Accepts responsibility, solves problems and makes appropriate decisions. When drawing conclusions, demonstrates resilient behaviour in the face of setbacks or pressure.

Corporate Focus and Behaviour

Actively supports Company strategy. Maintains knowledge of industry and the Company's position. Acts as an ambassador for Quilter Cheviot, proactively enhancing the brand. Seeks new challenges and delivers consistent superior performance. Improves quality and efficiency to drive results.

Client Focus (Internal and External)

Builds trust and maintains relationships by understanding client needs and, where relevant, aligning services to meet objectives.

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.

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