Investment Administrator - 12 month FTC

Quilter plc; Percé; On-site; CAD 60,000 - 79,000; Full time

Benefits offered by this job

Holiday 26 days/yr

Pension Scheme

Healthcare Cash Plan

Benefits package

Job summary

Quilter plc, via Quilter Cheviot, is seeking a detail-focused Investment Support Associate for a 12-month Fixed Term Contract in Birmingham (Hybrid). You will assist two Investment Managers and handling client administration for a range of significant private clients with a focus on accuracy and compliance.

You will prepare fact-find forms, suitability letters, and reports, update client records in the CRM, and ensure timely opening of new accounts and amendments.

Qualifications

• Good Microsoft Office skills (Word, Excel, Outlook).
• Be a team player with the ability to prioritise workloads and pay high attention to detail.
• Willing to learn and contribute in a collaborative environment.

Responsibilities

• Assist 2 Investment Managers in providing investment management and client administration.
• Prepare fact-find forms, suitability letters, diarise meetings and review calls.
• Provide clients or their agents with information and reports about their portfolio.
• Ensure Know Your Client information and CRM data are maintained and up to date.
• Open new accounts and amend existing client accounts in a timely manner.

Skills

MS Office

Team player

Attention to detail

Prioritisation

Tools

CRM system

Job description

Fixed Term Contract Duration - 11 Months

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 £126.3 billion in customer investments (as at 6th August 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

Location: Birmingham (Hybrid)

Contract: 12 month Fixed Term Contract

Responsibilities

• Assist 2 Investment Managers in providing investment management services to a range of significant private clients with effective and efficient team support and client administration.
• Assist with the administration of regular suitability checks for all clients by preparing fact find forms, suitability letters, diarising meetings, review calls etc.
• Provide clients and/or their agents with information and reports about their portfolio.
• Ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information and data on the CRM system is maintained.
• Ensure new accounts and amendments to existing client accounts are opened in a timely and accurate manner.
• General client administration: client payments/ administration of deceased account, process and delegate client correspondence/ process ISA subscriptions/ internal and external post/ room booking for meetings inc. welcoming and setting up boardrooms.
• Undertake mail merges when required e.g. for marketing/ events/ Christmas cards etc.
• Prepare reports, correspondence and other relevant documentation including Investment Proposals for client meetings.
• Update databases with revised client details.
• Prepare and submit expenses claims, CPD logs etc. in a timely manner for IMs.
• Answer phones, deal with queries from clients and intermediaries, take appropriate messages.
• Carry out any other duties that might be reasonably requested by your line manager to ensure the smooth running of the client base.
• Ensure that all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.

About You

• Be willing to work for and with the team whilst also building up your skills and knowledge with the option for you toundertake professional qualifications.
• Good Microsoft Office skills (Word, Excel, Outlook).
• Have an open and inquisitive mind, willing to learn, debate ideas and contribute.
• Have the potential, if not the current skills, to make the most of this exciting opportunity.
• Good operational knowledge of interdepartmental processes.
• The ideal candidate is a team player, with the ability to prioritise workloads, and has a high attention to detail.

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 speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and the contribution.
• Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
• Healthcare Cash Plan: Jersey employees only.
• Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. 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 and creativity 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 learning more about joining us. We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs.

We are committed to treating all our job applicants fairly and with respect.

Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability.