Investment Administrator - 12 month FTC
Quilter · Birmingham, United Kingdom · 27d ago
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 2025). 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: 2
Department: Investment Management
Location: Birmingham (Hybrid)
Contract: 12 month Fixed Term Contract
TheInvestment Administrator roleisrequiredtoassist2Investment Managers in providing investment management servicesto a range of significant private clientswitheffective and efficient team support and client administration.
Toassistwith the administration of regular suitability checks for all clients by preparing fact find forms, suitability letters,diarising meetings,review callsetc.
To provide clients and/or their agents with information and reports about their portfolio.
To ensure all client relationships are properly documented ona timelybasis,including checking that "Know Your Client" information and data on the CRM system ismaintained.
Ensuring new accounts and amendments to existing client accounts are opened ina timelyandaccuratemanner.
General client administration:
client payments/ administration of deceased account,process and delegate client correspondence/ process ISA subscriptions/ internal and external post/room bookingfor meetings inc.welcoming and setting up boardrooms
Undertake mail mergeswhenrequirede.g.for marketing/ events/ Christmas cards etc.
Preparing reports, correspondence and other relevant documentation including Investment Proposalsfor client meetings
Update databases with revised client details
Prepare andsubmitexpenses claims, CPD logs etc.ina timelymanner forIMs
Answering phones, dealing with queries from clients and intermediaries, takingappropriate messages.
To carry out any other duties, which might bereasonably requestedby your line manager to ensure the smooth running of the clientbase.
To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies andprocedures.
About You
To succeed in this role, you need to be willing to work for and withtheteamwhilst also building up your skillsand knowledgewiththeoptionfor you to undertake professional qualifications.
Good Microsoft Office skills (Word, Excel, Outlook).
An open and inquisitive mind, willing to learn, debate ideas and contribute.
Has the potential, if not the current skills, to make the most of this exciting opportunity.
Good operational knowledge of interdepartmental processes.
The ideal candidate is a team player, with the ability to prioritise workloads,andhas a high attention to detail.
#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.
Healthcare Cash Plan: Jersey employees only.
Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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.