Investment Administrator - 12 month FTC

Quilter plc; Birmingham; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Holiday: 26 days

Pension scheme

Flexible benefits

Incentive scheme

Healthcare cash plan (Jersey employees

Job summary

Quilter plc, a leading UK wealth manager, is seeking an Investment Administrator to support two Investment Managers in Birmingham on a 12-month fixed-term contract. You will handle client administration, suitability checks, CRM data maintenance, and reports, while contributing to a smooth client journey.

The role requires strong MS Office skills, a collaborative mindset, and the willingness to learn and develop professionally within a hybrid working arrangement.

Qualifications

• Good Microsoft Office skills and willingness to learn new tools.
• Open and inquisitive mindset with attention to accuracy and data quality.
• Operational knowledge of interdepartmental processes and strong teamwork.

Responsibilities

• Assist Investment Managers with administrative tasks and client support.
• Prepare fact finds, suitability checks, and client correspondence.
• Maintain Know Your Client data and CRM records.
• Process client payments, ISA subscriptions, and account changes.
• Prepare reports, investment proposals, and boardroom logistics.
• Answer queries from clients and intermediaries, take messages.

Skills

Microsoft Office

Attention to detail

Team player

Willing to learn

Tools

CRM system

Administration software

Job description

## Investment Administrator - 12 month FTCApplylocations: Birminghamtime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 10, 2026 (30 days left to apply)job requisition id: R5549Fixed 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 ContractThe 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 to undertake 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.#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.**### About UsWe create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.### Flexible WorkingWe believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.### Our promise to youWe are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.