Investment Admin Specialist - Hybrid (Leeds) 12-Month FTC

Quilter; Leeds; Hybrid; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Holiday 182 hours (26 days)

Pension scheme

Healthcare cash plan (Jersey employees

Benefit allowance

Incentive scheme

Job summary

Quilter is seeking an administration-focused professional to support a small Investment Management team in Leeds. The role covers opening and closing accounts, client communications, and coordinating with Investment Managers to ensure timely, compliant processing.

You will contribute to suitability documentation, client reporting, and meeting preparations while working in a collaborative, client-facing environment. Training is provided, with potential career progression if the branch grows.

Qualifications

• Strong administration skills are essential.
• Independent work style and proactive thinking.
• Interest in financial services or understanding of investment management.
• Good level of communication, both written and spoken.
• Willingness to learn and take on responsibility to support the team.

Responsibilities

• Assist in administration across client accounts, from opening to closing.
• Support Investment Managers and maintain client reporting materials.
• Prepare suitability letters and maintain suitability affirmations.
• Assist in investment proposals and PowerPoint presentations for clients.
• Facilitate smooth opening of new accounts and arrange client payments.

Skills

Strong administration

Independent worker

Financial services interest

Good communication

Willingness to learn

Job description

Quilter is seeking an administration-focused professional to support a small Investment Management team in Leeds. The role covers opening and closing accounts, client communications, and coordinating with Investment Managers to ensure timely, compliant processing.

You will contribute to suitability documentation, client reporting, and meeting preparations while working in a collaborative, client-facing environment. Training is provided, with potential career progression if the branch grows.