Investment Administrator

Quilter Cheviot; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm is looking for an Investment Administrator in Birmingham. The successful candidate will assist with client reviews, investment proposals, and suitability letters. The ideal applicant should possess knowledge in investment management and be proficient in Microsoft Excel. Full training will be provided, along with potential career advancement into an Investment Manager role. Competitive benefits, including a pension scheme and private medical insurance, are included.

Benefits

Core benefits and holidays

Pension scheme

Private medical insurance

Qualifications

• Proficient in investment management concepts.
• Strong skills in Microsoft Excel.

Responsibilities

• Assist with client reviews and investment proposals.
• Prepare suitability letters.

Skills

Investment management knowledge

Proficiency in Microsoft Excel

Job description

A leading wealth management firm is seeking an Investment Administrator in Birmingham. The role involves assisting with client reviews, investment proposals, and suitability letters. Ideal candidates will have a grasp of investment management and proficiency in Microsoft Excel. Full training will be provided, along with opportunities for career progression into an Investment Manager role. Core benefits and holidays, a pension scheme, and private medical insurance.