Investment Administration: Trainee to Manager

Quilter plc; Highgate; On-site; GBP 24,000 - 30,000; Full time

Job summary

A leading wealth management firm in the UK seeks an individual to assist investment managers. Responsibilities include preparing client reviews, maintaining portfolio management, and administrative tasks. Full training and access to industry qualifications are provided. The ideal candidate has communication skills, a good understanding of investment management, and familiarity with Microsoft Excel. This role offers a comprehensive benefits package, including private medical insurance and a pension scheme.

Benefits

Health insurance

Pension scheme

Incentive scheme

Holiday: 26 days

Qualifications

• Good understanding of investment management is beneficial.
• Experience within financial services is preferable.
• Experience in a similar role is ideal but not essential.

Responsibilities

• Opening new accounts and assisting with administrative tasks.
• Preparing client reviews and producing investment proposals.
• Assisting with portfolio management once qualified.

Skills

Microsoft Excel

Communication Skills

Independent Worker

Education

Interest in Financial Services

Understanding of Investment Management

Job description

A leading wealth management firm in the UK seeks an individual to assist investment managers. Responsibilities include preparing client reviews, maintaining portfolio management, and administrative tasks. Full training and access to industry qualifications are provided. The ideal candidate has communication skills, a good understanding of investment management, and familiarity with Microsoft Excel. This role offers a comprehensive benefits package, including private medical insurance and a pension scheme.