Investment Administrator - 12 month FTC

Quilter Cheviot; Birmingham; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Holiday: 182 hours (26 days)

Pension Scheme: A non-contributory"

Healthcare Cash Plan: Jersey employees

Benefit Allowance

Flexible benefits

Job summary

Quilter Cheviot in Birmingham (Hybrid) is seeking an Investment Administrator on a 12-month fixed term contract to support two Investment Managers with client administration and investment reporting.

You will assist with regular suitability checks, prepare fact find forms, maintain CRM data, open new accounts, and handle day-to-day client administration, while developing your skills and pursuing professional qualifications.

Qualifications

• To succeed in this role, you need to be willing to work for and with the team whilst also building up your skills and knowledge with the option for you toundertake professional qualifications.
• Good Microsoft Office skills (Word, Excel, Outlook).
• An open and inquisitive mind, willing to learn, debate ideas and contribute.
• Good operational knowledge of interdepartmental processes.
• The ideal candidate is a team player, with the ability to prioritise workloads, and has a high attention to detail.

Responsibilities

• Assist 2 Investment Managers in providing investment management services.
• Prepare fact find forms, suitability letters, diarising meetings, review calls etc.
• Provide clients and/or their agents with information and reports about their portfolio.
• Ensure all client relationships are properly documented on a timely basis, including checking that Know Your Client information and data on the CRM system is maintained.
• Open new accounts and amendments to existing client accounts in a timely and accurate manner.
• General client administration: payments, administration of deceased accounts, ISA subscriptions, internal and external post, room booking for meetings including welcoming and setting up boardrooms.
• Undertake mail merges for marketing/events/Christmas cards, etc.
• Preparing reports, correspondence and other relevant documentation including Investment Proposals for client meetings.
• Update databases with revised client details.
• Prepare and submit expenses claims, CPD logs, etc. in a timely manner for IMs.
• Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages.
• Carry out any other duties to ensure smooth running of the client base.
• Ensure duties comply with all relevant rules and in-house policies.

Skills

Microsoft Office

Attention to detail

Team player

Interdepartmental processes

Willingness to learn

Job description

Fixed Term Contract Duration - 11 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 £126.3 billion in customer investments (as at 6th August 2025). 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: Birmingham (Hybrid)

Contract: 12 month Fixed Term Contract

The Investment Administrator role is required to assist 2 Investment Managers in providing investment management services to a range of significant private clients with effective and efficient team support and client administration.

To assist with the administration of regular suitability checks for all clients by preparing fact find forms, suitability letters, diarising meetings, review calls etc.

To provide clients and/or their agents with information and reports about their portfolio.

To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information and data on the CRM system is maintained.

Ensuring new accounts and amendments to existing client accounts are opened in a timely and accurate manner.

General client administration:

• client payments/ administration of deceased account, process and delegate client correspondence/ process ISA subscriptions/ internal and external post/ room booking for meetings inc. welcoming and setting up boardrooms
• Undertake mail merges when required e.g. for marketing/ events/ Christmas cards etc.
• Preparing reports, correspondence and other relevant documentation including Investment Proposals for client meetings
• Update databases with revised client details
• Prepare and submit expenses claims, CPD logs etc.in a timely manner for IMs
• Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages.

To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base.

To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.

About You

To succeed in this role, you need to be willing to work for and with the team whilst also building up your skills and knowledge with the option for you toundertake professional qualifications.

Good Microsoft Office skills (Word, Excel, Outlook).

An open and inquisitive mind, willing to learn, debate ideas and contribute.

Has the potential, if not the current skills, to make the most of this exciting opportunity.

Good operational knowledge of interdepartmental processes.

The ideal candidate is a team player, with the ability to prioritise workloads, and has a high attention to detail.

#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.