Investment Administrator - Apprenticeship

Quilter Cheviot; Liverpool; On-site; GBP 18,000 - 24,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Private medical insurance

Job summary

Quilter Cheviot in Liverpool is offering an apprenticeship in Investment Management as an Investment Administrator for 18 months, with 20% of hours dedicated to achieving the Level 4 Investment Operations Specialist qualification.

You will work alongside two Administrators and three Investment Managers to gain hands-on experience, handling account opening, maintenance and closing tasks in a compliant manner.

Qualifications

• Interest in investment management and financial services.
• Excellent written and verbal communication skills.
• Strong analytical skills with keen attention to detail.
• Proactive team player with willingness to learn.
• Ability to coordinate with clients, IFAs, solicitors and accountants.

Responsibilities

• Support investment administrators and managers in daily tasks.
• Open accounts, process payments, and prepare client reporting.
• Draft suitability letters and maintain suitability affirmations.
• Assist in producing investment proposals and PowerPoint presentations.
• Attend to client communications by email and phone.

Skills

Analytical skills

Communication skills

MS Office

Attention to detail

Tools

PowerPoint

Excel

Word

Outlook

Job description

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.

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 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 : 1
Department : Investment Management
Contract: Permanent - Apprenticeship
Location: Liverpool
This opportunity is designed to provide you with experience as an investment administrator, but also give you an understanding of the Investment Management industry by completing a 18 month qualification.
20% of your weekly hours will be dedicated towards completing the qualification - level 4 Investment Operations Specialist Apprenticeship. Your remaining hours will be spent working alongside two existing Administrators and supporting a team of three Investment Managers to gain hands on experience.
This work will cover all aspects of administration of the accounts, from opening, working with investment managers during the account’s life, and closing accounts, while ensuring this is performed in a compliant manner. Attention to detail and delivering on deadlines are essential.
The individual will report to the Team’s Head while working closely with the investment managers and rest of the team / office.
We will provide full training for the role, we work collaboratively to achieve the teams’ goals, and you will progress in the career path when you are comfortable with the varied tasks.

• You should be comfortable writing and responding to emails and letters as well as talking to clients on the phone.
• As your role is central within the team, you will be assisting in general administration tasks. These duties are varied daily, but usually consist of answering the phones, preparing suitability letters and maintenance of suitability affirmations, and assisting in the production of investment proposals and PowerPoint presentations. You will also be required to assist in the distribution of ongoing client reporting.
• You will be required to facilitate the smooth opening of new accounts, arrange payments to our clients and advisers, and ensure Investment Managers are well prepared for client meetings.
• You will be working very closely with our clients and their agents (IFAs, solicitors and accountants) to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally. You will therefore need to have a pleasant and personable manner, able to get on with a variety of clients and have a keen eye for detail.
• You are required to help with general team admin tasks like meeting minutes, CPD (continuous professional development) record keeping for regulated members of the team and booking events, meeting rooms and restaurants for clients’ meetings.

This role will be an Information Giver role under MiFID II regulations

Consumer Duty

• To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within the role and responsibilities.

About You

We are looking for individuals who are eager to learn about investment management, regardless of their previous qualifications, and we are open to candidates with or without a degree.

As part of this role we will support you in obtaining the level 4 Investment Operations Specialist qualification.

In addition, we also ask that:

• You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.
• You have excellent analytical skills, a keen attention to detail, and a curious mind.
• You have excellent written and verbal communication skills.
• You are a team player, with the ability to work effectively with colleagues across different departments.
• You have clear and concise communication skills to liaise effectively with various stakeholders and clients
• You are proactive, with a can-do attitude and eager to take on new challenges.
• You have a strong work ethic and want to grow your career in investment management.
• You are proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook etc.)

We are unable to provide sponsorship for this role and can only consider candidates who have right to work in the UK

#QC #QuilterCheviot

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.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

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.