Investment Administrator - 12 month FTC

Quilter; Birmingham; Hybrid; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Healthcare cash plan

Incentive scheme

Flexible benefits

Job summary

Quilter invites applications for an Investment Administrator in Birmingham. Hybrid role supporting two Investment Managers, handling client administration, reports, and CRM data while ensuring timely, accurate tasks.

The role focuses on suitability checks, diarised meetings, and preparing client documentation with attention to detail and a service-oriented approach to private clients and advisers.

Qualifications

• Provide reliable administrative support to Investment Managers and private clients.
• Prepare fact find forms, suitability letters, and diarise meetings for client reviews.
• Maintain accurate Know Your Client data and CRM records to ensure compliance.

Responsibilities

• Open new accounts and amendments to existing client accounts in a timely and accurate manner.
• Handle client communications, reports, and documentation for investment activity.
• Coordinate with internal teams to ensure smooth client administration and meeting arrangements.

Skills

Teamwork

Prioritisation

Attention to detail

Tools

Microsoft Office

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

TheInvestment Administrator roleisrequiredtoassist2Investment Managers in providing investment management servicesto a range of significant private clientswitheffective and efficient team support and client administration.

Toassistwith the administration of regular suitability checks for all clients by preparing fact find forms, suitability letters,diarising meetings,review callsetc.

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

To ensure all client relationships are properly documented ona timelybasis,including checking that “Know Your Client” information and data on the CRM system ismaintained.

Ensuring new accounts and amendments to existing client accounts are opened ina timelyandaccuratemanner.

General client administration:

• client payments/ administration of deceased account,process and delegate client correspondence/ process ISA subscriptions/ internal and external post/room bookingfor meetings inc.welcoming and setting up boardrooms
• Undertake mail mergeswhenrequirede.g.for marketing/ events/ Christmas cards etc.
• Preparing reports, correspondence and other relevant documentation including Investment Proposalsfor client meetings
• Update databases with revised client details
• Prepare andsubmitexpenses claims, CPD logs etc.ina timelymanner forIMs
• Answering phones, dealing with queries from clients and intermediaries, takingappropriate messages.

To carry out any other duties, which might bereasonably requestedby your line manager to ensure the smooth running of the clientbase.

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

About You

To succeed in this role, you need to be willing to work for and withtheteamwhilst also building up your skillsand knowledgewiththeoptionfor 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,andhas 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.