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Provide comprehensive administrative support to Investment Managers, including managing the full client account lifecycle and handling professional queries. Responsibilities include preparing investment proposals, suitability letters, and managing team diaries and payments.
Ideally requires experience as an Investment Administrator within the wealth or investment management sector. Candidates must be proficient in Microsoft Office and possess strong organizational skills and a professional manner for interacting with high-net-worth clients.
Level - 2
Location - London Hybrid
Department - Investment Management
Contract - permanent
We are hiring an Investment Administrator to support a team of five Investment Managers within our London office. The role involves a wide range of administrative responsibilities and requires someone who is organised, professional, and confident working in a fast‑paced environment.
Respond promptly and professionally to queries from Investment Managers, private clients, and both internal and external financial advisers via telephone and email.
Support the full lifecycle of client accounts – from opening new accounts, assisting with ongoing administration, to closing accounts – ensuring all processes remain fully compliant.
Assist with general team administration, including:
Answering inbound calls
Preparing PowerPoint presentations
Drafting suitability letters and maintaining suitability affirmations
Inputting BAC and CHAPS payments
Preparing account valuations and other statements
Helping to produce investment proposals
Assisting regular client reporting using Outlook mail merge
Assisting with diary management, room bookings and IM expenses where required
Draft and respond to client correspondence, including emails and letters.
Strong attention to detail and the ability to prioritise tasks effectively.
Professional telephone manner, as you will frequently interact with high‑net‑worth clients.
Ability to work under pressure, particularly during busy periods such as quarter‑end and tax year‑end.
Proficiency in Microsoft Word, Excel, and PowerPoint; strong IT skills are an advantage.
Some experience within the investment or wealth management sector is preferred.
The role is based in our London office and typically requires 3–4 days per week onsite, particularly during initial onboarding and training.
You will report to the Team Head, as well as the Investment Managers and Investment Assistants.
Full training will be provided. We are a collaborative team, and your progression will reflect your ability to learn and take on varied tasks.
Although you will assist Investment Managers closely, this position does not ordinarily lead to the trainee Investment Manager career track.
You will be working alongside another experienced Investment Administrator whilst the team is also supported by four trainee Investment Managers.
To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.
Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management, however this is not essential
To be successful in this role you will be an independent worker and thinker.
You will be organised, reliable and conscientious, with the ability to learn quickly and take ownership of regular tasks. You will be comfortable dealing with clients, advisers, colleagues and third parties in a professional manner, both by phone and in writing.
The role would suit someone who is quietly capable, takes pride in doing things properly and enjoys being an important part of a busy team. You won’t necessarily be the loudest voice in the room, but you should be able to communicate clearly, ask sensible questions and work with increasing autonomy as you become more confident in the role.
A good level of Microsoft Office, especially Word, Excel and PowerPoint, is required.
#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.
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
Quilter Cheviot Financial Planning is dedicated to meeting the needs of affluent and high net worth clients. We aim to be a leader in wealth management in the UK and selected offshore markets, providing advice-led investment solutions and investment platforms. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 11/04/2023
Offices: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, GB · International House, Kingsfield Court, Chester, England CH4 9RE, GB · 3 Wavell Drive, Rosehill Industrial Estate, England CA1 2ST, GB · 2nd Floor, Toronto Square, City Square, Leeds, LS1 2HJ, GB · 8th Floor, 2 Snowhill, Snowhill, Queensway, Birmingham, Birmingham B4 6GA, GB
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