Investment Administrator

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

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. Quilter plc is a leading wealth management business, which oversees £157.4 billion in customer investments (as at 6th August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

level: 2 Location: London Department: Investment Management Contract: Permanent We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting two investment managers managing over £1bn in private client assets. The individual will report to the Team’s Head and the other investment managers and investment assistants on the team. We will provide full training for the role, we work collaboratively to achieve the team’s goals and you will progress as quickly as you learn the varied tasks.

• As your role is central within the team, you will initially be assisting in general administration roles. These duties are varied daily, but usually consist of answering the phones, preparing PowerPoint presentations, preparing suitability letters and maintenance of suitability affirmations, and assisting in the production of investment proposals. In addition assisting in monitoring portfolios, and investment performance. You will be required to assist in the distribution of ongoing client reporting.
• You will be working closely with our clients and their agents to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally. You will therefore need to have a pleasant and personable manner, able to get on with a variety of clients and have a keen eye for detail.
• You should be comfortable writing and responding to emails and letters as well as talking to clients on the phone.
• There is scope to take professional exams, and ultimately, once sufficient experience and qualifications are satisfied to get involved in the investment of portfolios, and hence there is a potential pathway to a trainee investment manager role.

Consumer Duty

To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.

About You

• To be successful in this role you will be an independent worker and thinker.
• You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.
• An interest in markets and portfolio management would be preferable.
• A good level of communication skills is required.
• A good level of Microsoft Office, especially Excel, is required #LI-VS1 #QC #QuilterCheviot

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.
• We create brighter financial futures for every generation.
• We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to our rapidly evolving needs and giving them peace of mind.
• And, with all that’s happening in the world today, our role in society has never been more meaningful.
• Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us.
• We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
• We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive.
• No matter what your role is or where you sit, your voice will matter.
• We hope you like what you hear and are interested in learning more about joining us.
• We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work.
• Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs.

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.