Investment Administrator

Quilter; Manchester; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension scheme

Healthcare cash plan

Flexible benefits

Incentive scheme

Job summary

Quilter occupies a front-office investment management support role in our Manchester office. You will assist Investment Managers with client service, account administration, data updates, and documentation across private clients and professional partners.

We are seeking a organised, detail-focused administrator who thrives in a busy environment and is keen to learn systems and processes within wealth management.

Qualifications

• The role requires high accuracy and discretion when handling client information and correspondence.
• You will work calmly and professionally in a busy, client-focused environment and draft clear emails and letters.
• Excellent written communication, prioritisation, and the ability to learn new systems quickly are essential.

Responsibilities

• Act as first point of contact by email and telephone for clients, advisers and third parties.
• Respond promptly and professionally to queries using internal systems and related teams.
• Speak with high net-worth clients to address administrative queries and data changes.
• Support full lifecycle of client accounts from opening to closures with accuracy.
• Prepare client meeting packs with performance data and supporting information.
• Process suitability reviews in the CRM and assist with follow-up letters.
• Assist with withdrawals, service changes, and address changes.
• Prepare account valuations, statements and new account paperwork.
• Manage electronic completion of forms using Adobe DocuSign.
• Support clients or advisers with access to the online portal.
• Save communications to internal systems and draft client correspondence.
• Provide back-up support to Investment Managers as needed.

Skills

Accuracy

Discretion

Professionalism

Telephone manners

Written communication

Prioritisation

Microsoft Office

Wealth management experience

Tools

Figaro

CRM

Adobe DocuSign

Job description

Fixed Term Contract Duration - 14 Months

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 £141.9 billion in customer investments (as at 31st March 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
Department: Investment Management
Location: Manchester (hybrid)
Contract: 15 month FTC

We are hiring an Investment Administrator to support a team of Investment Managers within our Manchester office. This is a varied and important support role, working closely with the Investment Managers to deliver a high-quality service to private clients, financial advisers, professional partners and other third parties.

The role would suit someone who is organised, professional, detail-focused and takes pride in producing accurate work within clearly defined processes. You do not need to be an investment specialist, but you should be comfortable working in a busy, client-focused environment, eager to learn new systems and willing to develop a good understanding of how an investment management team operates. The role sits within Investment Management but is focused on administration, client service and operational support.

This is a 15-month fixed-term contract to provide maternity cover. While the role is offered on a fixed-term basis, there may be scope for future opportunities within the team or wider business for a candidate who performs well, subject to business needs.

The role is based in our Manchester office (minimum 3 days). Regular office presence will be essential, so that the successful candidate can learn the role, build relationships and become effective quickly and work with minimal supervision.

Core responsibilities

• Acting as a first point of contact by email and telephone for clients, financial advisers, support staff, professional services firms and other third parties.
• Responding promptly and professionally to queries, using internal systems and liaising with the Investment Manager, support colleagues and relevant internal teams where needed.
• Speaking to high net-worth private clients to respond to administrative queries or confirm data changes.
• Supporting the full lifecycle of client accounts, including new account opening, ongoing administration, client data updates and account closures, ensuring processes are completed accurately and in line with internal procedures.
• Preparing presentation packs for client meetings, including collating performance data and updating figures, charts and supporting information.
• Processing suitability reviews through the CRM system, ensuring Know Your Client (KYC) information is accurately recorded and assisting with follow-up suitability letters.
• Assisting with withdrawals, changes of service, standing order changes, address changes and other account amendments.
• Preparing account valuations, statements, investment proposal documentation and new account paperwork.
• Managing electronic completion of application forms using Adobe DocuSign.
• Supporting clients or advisers with access to the online portal.
• Saving communications and documents accurately to internal systems.
• Drafting and responding to client correspondence, including emails and letters.
• Providing support to other Investment Managers or team members where required.

Skills & attributes

• A high level of accuracy, discretion and professionalism when handling client information and correspondence.

• A calm, professional and personable telephone manner.

• Good written communication skills, including the ability to draft clear emails and letters.

• Ability to prioritise effectively and manage several tasks at once.

• Comfortable working in a busy environment, particularly during quarter-end, tax year-end and other peak periods.

• Good judgement, including knowing when to resolve a query within your remit and when to seek guidance or escalating.

• Able to manage recurring tasks proactively and follow matters through to completion once familiar with the role.

• Good working knowledge of Microsoft Office, particularly Word, Excel and PowerPoint.

• Previous experience in wealth management, investment management, financial planning or similar is strongly preferred.

• Experience with systems such as Figaro, CRM or similar platforms would be helpful but is not essential.

• Relevant industry qualifications are not required but would be welcomed.

About You

You may already have experience in a similar support role within wealth management, investment management, financial planning or another professional services environment, and be ready to step into a front-office team to add value from day one. You are able to integrate quickly and contribute effectively with limited supervision after a short orientation period. Alternatively, you have a strong track record in an administrative role within another professional sector and can clearly demonstrate the ability to transfer those skills quickly into a wealth management environment.

You will be organised, reliable and conscientious, with the ability to learn quickly and take ownership of regular tasks. You will be comfortable dealing with clients, advisers, colleagues and third parties in a professional manner, both by phone and in writing.

The role would suit someone who is quietly capable, takes pride in doing things properly and enjoys being an important part of a busy team. You won’t necessarily be the loudest voice in the room, but you should be able to communicate clearly, ask sensible questions and work with increasing autonomy as you become more confident in the role.

#LI-VS1 #QC

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.

Healthcare Cash Plan: Jersey employees only.

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

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.