Private Client Investment Admin & Reporting Specialist

Quilter; Greater London; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Holiday 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Healthcare cash plan

Job summary

Quilter Cheviot in London seeks an assistant to support two investment managers, handling admin duties and client reporting. The role includes preparing suitability letters and investment proposals while learning portfolio management practices.

You will work closely with clients and advisers, develop reporting skills, and gain exposure to performance monitoring. A pathway to more advanced investment responsibilities may exist with experience and exams.

Qualifications

• Independent worker and thinker.
• Interest in financial services.
• Interest in markets and portfolio management preferred.
• Strong communication and Excel skills.

Responsibilities

• Assist two investment managers with admin tasks and reporting.
• Prepare PowerPoint presentations and suitability letters.
• Monitor portfolios and investment performance; assist client reporting.
• Build relations with clients and agents; ensure accurate information.

Skills

Excel

PowerPoint

Tools

PowerPoint

Microsoft Office

Job description

Quilter Cheviot in London seeks an assistant to support two investment managers, handling admin duties and client reporting. The role includes preparing suitability letters and investment proposals while learning portfolio management practices.

You will work closely with clients and advisers, develop reporting skills, and gain exposure to performance monitoring. A pathway to more advanced investment responsibilities may exist with experience and exams.