Investment Administrator

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

We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting an investment manager and the wider team. This work will include administrative jobs such as opening new accounts, preparing client reviews, assisting with suitability, preparing investment proposals and once exams have been completed, rebalancing portfolios and portfolio management. The individual should be comfortable taking control of various projects, maintaining a keen attention to detail throughout all tasks and working diligently and in a timely manner. The individual will report to an investment manager in the team. We are happy to provide full training for the role, as well as offering access to formal industry qualifications, with the aim of progressing you into an Investment Manager. An applicant who is already qualified to Level 4 or has already started industry exams is preferable but not mandatory.

Responsibilities

• Opening new accounts and assisting with administrative tasks.
• Preparing client reviews.
• Producing investment proposals.
• Preparing suitability letters and maintaining suitability affirmations.
• Assisting with portfolio management once qualified – portfolio rebalancing, injecting new capital, raising funds, etc.
• Monitoring risk systems.
• Ensuring liquidity for income payments and charges.
• Dealing with queries from clients, advisors and other professionals.
• Managing regular and infrequent tasks such as monthly or quarterly client and advisor communications.

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.

Qualifications and Expectations

To be successful in this role you will be an independent worker and thinker. You should have an interest in financial services and a good understanding of investment management. A good level of communication skills, Microsoft Office (especially Excel) and experience within financial services are beneficial. Experience in a similar role as an Investment Administrator or Trainee Investment Manager within wealth or investment management is ideal but not essential.

About Quilter plc

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years. Today, it is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We provide a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. Our presence spans the UK, Ireland, Dubai and the Channel Islands, overseeing £119.6 billion in customer investments (as at 31 March 2025).

What We Offer

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme – all employees eligible to participate
• Company pension scheme (non‑contributory with options to boost through personal contributions)
• Private medical insurance – single cover as standard with options to increase cover to include partner or children
• Life assurance: 4 × salary
• Income protection: 75 % of salary, less State benefits, payable after 26 weeks of absence
• Healthcare Cash Plan (Jersey employees only)
• Flexible benefits for UK employees, pay via salary deduction