Investment Manager

E Fundresearch; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

A top wealth management firm in Greater London is seeking a dedicated individual to join their team. The successful applicant will handle client administration, attend client reviews, and assist in investment decisions, showcasing expertise in advanced Excel. Candidates should have a level four RDR qualification and a keen attention to detail. This role offers a clear progression path to becoming an investment adviser or manager and emphasizes a collaborative team environment. If you are eager to enhance operational efficiencies and build strong client relationships, apply now.

Qualifications

• Experience in preparing client reviews and pitches, and taking minutes during meetings.
• Proficiency in automating recurring tasks to enhance operational efficiency.
• Strong client focus and dedication to delivering exceptional service.

Responsibilities

• Cover all aspects of client administration with attention to detail.
• Prepare and attend client reviews and pitches.
• Assist in investment decisions and rebalancing portfolios once qualified.

Skills

Attention to detail

Numerical acumen

Advanced Excel skills

Communication skills

Client relationship management

Education

RDR level four qualification (CISI IAD or CFA Institute IMC)

Job description

We are looking to recruit a dedicated and passionate individual to join our team. The successful applicant will report directly to an investment manager with a growing book of business. They will be responsible for covering all aspects of client administration with a keen attention to detail, preparing and attending client reviews and pitches and assisting in investment decisions once qualified. The role offers a clear progression path, with the prospect of advancing to an investment adviser following internal assessments, and eventually to an investment manager. The ideal candidate will have a strong interest in the investment management industry, be numerically minded with advanced Excel skills, and assist in the automation of recurring tasks. A strong client focus and excellent correspondence skills are essential. The applicant will be working directly with one Investment Manager. The team has 11 members: 5 investment managers, 2 investment advisers, 3 support staff.

• Experience in preparing client reviews and pitches, attending client meetings, and taking minutes during these meetings.
• Strong numerical acumen and advanced Excel skills.
• Proficiency in automating recurring tasks, such as client communication, to enhance operational efficiency.
• Excellent communication and interpersonal skills to build and maintain strong client relationships.
• Knowledge of monitoring investment models and distributing valuations, tax packs, and periodic commentary.
• Ability to assist in investment decisions and rebalancing portfolios once qualified and signed off.

Must-Have Behaviours and Competencies

• Keen attention to detail and accuracy in all tasks.
• Strong client focus and dedication to delivering exceptional service.
• Independent worker and thinker with a proactive and entrepreneurial mindset.
• Collaborative team player who supports colleagues' professional growth and development.
• Commitment to adhering to regulatory standards and ensuring compliance.
• Willingness to learn and adapt to new challenges and opportunities.

Mandatory Professional Qualifications

• RDR qualifying level four qualification such as CISI IAD or CFA Institute IMC.

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 through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). 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.