Investment Administrator

Quilter; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm is seeking an Investment Administrator in Bristol to support the investment team. The role emphasizes high-quality client service, administration tasks, and building relationships with clients. Ideal candidates will have administrative experience, strong communication skills, and a keen attention to detail. This permanent position offers a hybrid work model and includes core benefits such as holiday entitlement and a pension scheme.

Benefits

Holiday: 26 days

Pension Scheme

Private Medical Insurance

Life Assurance: 4x salary

Income Protection: 75% of salary

Qualifications

• Experience in administrative support, ideally within banking or investment management.
• Ability to work independently and as part of a team.
• Interest or knowledge in financial services.

Responsibilities

• Provide high-quality service to clients and their advisers.
• Open new client accounts and arrange payments.
• Assist in preparing client suitability letters and investment proposals.

Skills

Communication Skills

Attention to Detail

Relationship Building

Microsoft Office

Job description

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.

About the Role

Level: 2
Department: Investment Management
Location: Bristol (Hybrid)
Contract: Permanent

We are recruiting for an Investment Administrator to join our growing team. The individual will report to the Head of Office and will work closely with our senior administrator, supporting investment managers and the wider Bristol team.

The administration function is central to the success of the team, and we are looking for a candidate who can embrace and actively contribute to the existing high performance culture. The desired candidate will have a proven track record in providing effective and efficient administrative support, and will be motivated to deliver excellent service and client outcomes.

The role will cover various aspects of client account administration and other related tasks, with a focus on the following areas;

• You will work closely with our clients and their advisers to provide a high-quality service, with the development of relationships, both internally and externally, being of key importance
• A personable approach to all interactions is essential, along with an ability to engage effectively with clients and other stakeholders from a variety of backgrounds
• A keen eye for detail, and a focus on producing work to a very high standard of quality and accuracy, is fundamental to the role
• You should be comfortable talking to clients on the phone, along with writing and responding to emails and letters
• Administration tasks will vary on a daily basis, but will include the opening of new client accounts, arranging payments to clients, and supporting Investment Managers in their preparation for meetings
• You will also be required to assist with the preparation of client suitability letters, the production of investment proposals and presentations, and the distribution of valuations and other documents on behalf of the team

About You

• Ideally you will have experience in a similar role as an administrator within banking, wealth or investment management. This is not essential, however.
• To be successful in this role you will need be an independent worker and thinker, in addition to having the ability to work closely with colleagues as part of the wider team
• You will preferably have a working knowledge of the financial services landscape, or at least an interest in financial services
• Excellent communication skills are essential
• Working knowledge and experience of using Microsoft Office
• Candidates who thrive on relationship building and interaction with others will derive the most satisfaction and reward from this role
• The desired candidate is someone who wishes to pursue a long-term career in client administration

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 their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

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.