Investment Administrator

TN United Kingdom; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading wealth management firm in London seeks an Investment Administrator to support senior investment managers and enhance client service. The role involves managing client queries, organizing financial documentation, and maintaining client databases. Ideal candidates will possess strong organizational skills and experience in investment management, with a commitment to delivering excellent client outcomes.

Benefits

26 days holiday

10% non-contributory pension scheme

Private Medical Insurance

Life Assurance: 4x salary

Income Protection: 75% of salary

Flexible benefits via salary deduction

Qualifications

• Experience in a similar role as an Investment Administrator within Wealth or Investment Management.
• Strong organizational skills to manage workload and meet deadlines.
• Good understanding of financial services and investment management.

Responsibilities

• Responding to administrative client and financial adviser queries.
• Organizing bank payments and issuing valuations.
• Assisting investment managers with ongoing portfolio management.

Skills

Communication

Organizational Skills

Interpersonal Skills

Education

Administrative Financial Qualification

Job description

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What the Hiring Manager Says

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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).

• We are looking to recruit a hardworking, diligent individual with an active interest in the industry and a desire to provide our clients with a high level of personal service.

• This role will be assisting two senior Investment Managers, one Investment Adviser and a Trainee Investment Manager, whilst working within a wider team of 12 colleagues.

• This is a key administrative position and the successful applicant will play an integral role in supporting a busy team in the management and development of their growing client base.

• The individual will report to the two senior Investment Managers and the Team’s Leader.

• We will provide full training for the role; our Investment Adviser and Trainee Investment Manager will be on hand to guide you through this.

About the Role

Level: 2

Department: Investment Management

Location: London

Contract type: Permanent

Regulated/non-Regulated: non-regulated

1. You will be responsible for responding to administrative client and financial adviser queries by phone, letter or email. You will need to be able to draft general correspondence using templates and ensure all work is saved correctly on behalf of the team, in a compliant manner.

2. You will be organising bank payments, issuing valuations and tax reports, and providing application paperwork and cost information when requested.

3. You will need to assist the investment managers with ongoing portfolio management; identifying debit positions and forthcoming standing orders; making client and third-party payments; monitoring of incoming and outgoing in-specie or cash transfers, whilst keeping both the clients, financial advisers and the team appraised of progress.

4. You will be pivotal in assisting the team with the quarterly reporting process and be able to maintain comprehensive databases with up-to-date client details.

5. You will take ownership of liaising with clients and financial advisers to book review meetings, including booking meeting rooms, organising lunches, liaising with our reception team, and updating team calendars with all details. You will also need to record associated expenses and send any administrative follow-up as directed by the team.

6. For new clients, you will be responsible for printing/binding pitch presentations, opening new accounts and adding new client and financial adviser details to our database. You will need to ensure accounts are opened correctly and in a timely manner and feel confident liaising with middle and back office departments.

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

1. You will be working very closely with our clients and their trusted advisers to provide the best service with information regarding their portfolio, which necessitates close relationship building with all stakeholders whether that be internally or externally. You will therefore need to have a good communication and interpersonal skill set. You will need to be able to build a rapport with clients and be able to adapt your style to suit the variety of clients we look after.

2. You will be able to act on your own initiative and work independently.

3. You will have solid organisational skills to manage your workload and meet deadlines. You will also understand the importance of precision and accuracy.

4. Ideally, you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management.

5. You have an interest in financial services or have a good understanding of our services where you can utilise your knowledge and experience within investment management.

6. If you have an Administrative Financial Qualification, experience within financial services is beneficial.

#LI-VS1 #QC #QuilterCheviot

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.