Hybrid Investment Admin — Path to Investment Manager

Quilter; Birmingham; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm in Birmingham is seeking an individual for a role in their investment management team. Responsibilities include assisting in client reviews, preparing investment proposals, and managing suitability letters. Candidates should have an interest in financial services and strong communication skills. Training will be provided, making this an excellent entry point into the industry. The role offers a hybrid working environment with competitive benefits.

Benefits

26 days holiday

Incentive scheme participation

Non-contributory pension scheme

Private medical insurance

Life assurance

Income protection

Qualifications

• Experience in a similar role preferred but not essential.
• Interest in financial services is crucial.
• Ability to work independently.

Responsibilities

• Assist with client reviews and investment proposals.
• Manage suitability letters and affirmations.
• Involved in portfolio management once qualified.

Skills

Financial services understanding

Microsoft Office proficiency

Communication skills

Education

Level 4 qualification or ongoing exams

Job description

A leading wealth management firm in Birmingham is seeking an individual for a role in their investment management team. Responsibilities include assisting in client reviews, preparing investment proposals, and managing suitability letters. Candidates should have an interest in financial services and strong communication skills. Training will be provided, making this an excellent entry point into the industry. The role offers a hybrid working environment with competitive benefits.