Investment Administrator

Redmayne Bentley LLP; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking Investment Administrators to provide essential support to Investment Managers and clients. This client-facing role involves handling queries via phone, post, and email, requiring strong communication skills and attention to detail. While prior experience isn't necessary, an understanding of financial services and regulatory compliance is advantageous. As part of a dynamic team, you'll have opportunities to grow and take on more responsibilities over time. Join a firm that values collaboration and offers generous perks to enhance your well-being and career development.

Benefits

Pension Scheme

Private Medical Insurance

Employee Assistance Programme

Travel Loans

Cycle to Work

Reward and Recognition Schemes

Group Life Assurance

Generous Family Leave Entitlements

Qualifications

• No previous industry experience is required, but awareness of the regulatory environment is beneficial.
• Confident communicator with a high level of attention to detail.

Responsibilities

• Support onboarding of new clients and produce documentation for Investment Managers.
• Administer requests from solicitors and process fund movements.

Skills

Attention to detail

Administrative skills

Communication skills

Ability to learn new systems

Awareness of financial services

Education

CISI Level 4 Investment Advice Diploma

Equivalent qualifications

Job description

This is a vacancy that has closed 16 days ago at 23:59 BST.

About the Role

Investment Administrators are one of the first points of contact for dealing with queries from our clients as well as providing timely and valuable admin support to our Investment Managers and Executives.

The most common queries and tasks you would be dealing with are:

• Supporting the onboarding of new clients.
• Producing documentation for Investment Managers to provide to their clients – such as Review Packs and Investment Proposals.
• Providing clients and/or their agents with information and reports about their portfolios.
• Administering requests from solicitors for Confirmation valuations and documentation required for subsequent share sales.
• Processing the movement of funds between accounts.

This is a client-facing role, with client queries coming in via phone, post, and email so you will need to be a confident communicator, who can handle these queries clearly and sensitively.

We work in a regulated industry, so you will need a high attention to detail to ensure that our records are kept up to date and avoid any possible regulatory breaches.

Whilst no previous industry experience is required, you would benefit from a good awareness and knowledge of our industry and the regulatory environment we work in.

This role provides essential support to the office, including daily tasks such as handling post and incoming client queries. As a result, we would need the successful candidate to work from the office full time.

What we’re looking for

• Confident ability to learn new systems and processes.
• High level of attention to detail.
• Consistent and accurate administrative skills.
• Awareness of financial services and FCA regulations.

We would particularly welcome applications from candidates who hold or are actively completing the CISI Level 4 Investment Advice Diploma, or equivalent.

What does the future look like?

Once you are settled into the role, you will be able to take on more responsibility within the team, including taking on more complex queries and learning more about how the rest of the team functions.

Redmayne Bentley provides support for colleagues to achieve industry standard CISI qualifications, if that is something they wish to do.

Who we are

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth.

It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities.

As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.

Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework.

Our Values

Our core values are at the heart of everything we do:

We are always continuing to improve our employee benefits to support our employees’ lifestyles, provide more flexibility and to reward and recognise excellence.

Pension Scheme

Private Medical Insurance

Employee Assistance Programme

Travel Loans and Cycle to Work

Reward and Recognition Schemes

Group Life Assurance

Generous Family Leave Entitlements