Investment Admin & Client Reporting Specialist

Quilter plc; Greater London; On-site; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension scheme

Private Medical Insurance

Life Assurance: 4x salary

Income protection

Job summary

Quilter Cheviot is seeking an enthusiastic individual to join the Investment Management team in London. You will assist two investment managers handling over £1bn of private client assets, with full training provided. Progression toward a trainee investment manager role is possible as you gain experience and qualifications.

You will work closely with clients and their agents, communicating via email and phone and building strong relationships while maintaining attention to detail.

Qualifications

• Independent worker with good communication and a keen eye for detail.
• Interest in financial services and investment management.
• Proficient in MS Office, especially Excel.

Responsibilities

• Assist in general administration tasks (phones, letters, reports).
• Prepare PowerPoint presentations and suitability letters.
• Assist in monitoring portfolios and investment performance.
• Assist in client reporting and investment proposals.

Skills

PowerPoint

Excel

Microsoft Office

Communication skills

Tools

Office suite

Job description

Quilter Cheviot is seeking an enthusiastic individual to join the Investment Management team in London. You will assist two investment managers handling over £1bn of private client assets, with full training provided. Progression toward a trainee investment manager role is possible as you gain experience and qualifications.

You will work closely with clients and their agents, communicating via email and phone and building strong relationships while maintaining attention to detail.